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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,092 |
REILLY, PENNER & BENTON LLP4 years Filed as: REILLY FINANCIAL ADVISORS INC Service code 27 7777 ALVARADO RD STE 116 · LA MESA, CA 91942 | Advisory (Plan) | $11,920 |
Filed as: ADMINISTRATIVE FIDUCIARY SERVICES I Service code 99 10777 NORTHWEST FWY STE 440 · HOUSTON, TX 77092 | Other Fees | $5,888 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,415 | $63,082-70.8% | $81,716-77.5% | $79,852-76.9% |
| Participation rate | 68.8% | 67.5%+1.2pp | 72.0%-3.3pp | 69.6%-0.9pp |
| Annual return | 9.40% | 22.66%-13.3pp | 29.49%-20.1pp | 31.72%-22.3pp |
| Employer contribution / active EE | $87 | $1,795-95.2% | $4,310-98.0% | $2,471-96.5% |
| Participant deferral / active EE | $2,056 | $2,780-26.1% | $7,108-71.1% | $3,740-45.0% |
| Admin fee / account holder | $247 | $4,428-94.4% | $5,159-95.2% | $5,306-95.3% |