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| Provider | Service type | Compensation |
|---|---|---|
REILLY, PENNER & BENTON LLP3 years Filed as: REILLY FINANCIAL ADVISORS INC Service code 27 7777 ALVARADO RD STE 116 · LA MESA, CA 91942 | Advisory (Plan) | $12,728 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,380 |
OZUROVICH & ASSOCIATES1 year Filed as: THE OZUROVICH GROUP INC Service code 10 1901 AVE OF THE STARS STE 150 · LOS ANGELES, CA 90067 | Accounting | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,638 | $58,927-66.7% | $76,823-74.4% | $72,983-73.1% |
| Participation rate | 63.4% | 67.3%-3.9pp | 72.1%-8.7pp | 69.5%-6.1pp |
| Annual return | 15.50% | 2305.64%-2290.1pp | 1166.42%-1150.9pp | 81.01%-65.5pp |
| Employer contribution / active EE | $161 | $1,787-91.0% | $2,302-93.0% | $2,440-93.4% |
| Participant deferral / active EE | $1,955 | $2,690-27.3% | $3,336-41.4% | $3,608-45.8% |
| Admin fee / account holder | $261 | $4,013-93.5% | $6,422-95.9% | $5,124-94.9% |