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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,950 |
CAMBRIDGE INVESTMENT RESEARCH5+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $9,236 |
BFBA, LLP4+ years Service code 10 83 SCRIPPS DR STE 210 · SACRAMENTO, CA 95825 | Accounting | $8,390 |
Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $1,187 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $321 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,375 | $49,138-68.7% | $84,021-81.7% | $65,185-76.4% |
| Participation rate | 36.0% | 60.7%-24.8pp | 69.0%-33.1pp | 70.2%-34.2pp |
| Annual return | 21.25% | 23.00%-1.7pp | 71.32%-50.1pp | 29.38%-8.1pp |
| Employer contribution / active EE | $340 | $914-62.8% | $1,984-82.9% | $2,177-84.4% |
| Participant deferral / active EE | $1,491 | $2,397-37.8% | $3,239-54.0% | $3,514-57.6% |
| Admin fee / account holder | $152 | $543-72.0% | $6,102-97.5% | $847-82.1% |