Filed October 11, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $5,425 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,453 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $47,660 | $43,999+8.3% | $79,466-40.0% | $55,725-14.5% |
| Participation rate | 61.4% | 66.9%-5.5pp | 73.3%-11.9pp | 70.9%-9.4pp |
| Annual return | 421.33% | 1.81%+419.5pp | 718.28%-296.9pp | 244.93%+176.4pp |
| Employer contribution / active EE | $749 | $1,830-59.0% | $2,800-73.2% | $2,078-63.9% |
| Participant deferral / active EE | $2,107 | $2,538-17.0% | $3,704-43.1% | $3,356-37.2% |
| Admin fee / account holder | $35 | $118-70.2% | $5,104-99.3% | $115-69.6% |