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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,727 |
HEIM YOUNG & ASSOCIATES INC1+ years Service code 55 1256 E KINGSLEY ST · SPRINGFIELD, MO 65804 | Other Commissions | $8,530 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,904 | $54,320-65.2% | $67,652-72.1% | $52,331-63.9% |
| Participation rate | 93.4% | 73.6%+19.8pp | 75.7%+17.8pp | 68.1%+25.3pp |
| Annual return | 16.04% | 6.81%+9.2pp | 6625.40%-6609.4pp | 4.54%+11.5pp |
| Employer contribution / active EE | $2,099 | $1,544+35.9% | $2,266-7.4% | $1,882+11.5% |
| Participant deferral / active EE | $3,179 | $2,950+7.8% | $3,560-10.7% | $3,022+5.2% |
| Admin fee / account holder | $194 | $527-63.1% | $4,821-96.0% | $592-67.2% |