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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,987 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC Service code 13 6830 COMMERCE CT DR · BLACKLICK, OH 430049297 | Contract Administrator | $1,530 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4 |
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 | $12,799 | $49,138-74.0% | $84,021-84.8% | $65,185-80.4% |
| Participation rate | 58.3% | 60.7%-2.4pp | 69.0%-10.7pp | 70.2%-11.9pp |
| Annual return | 26.39% | 23.00%+3.4pp | 71.32%-44.9pp | 29.38%-3.0pp |
| Employer contribution / active EE | $2,249 | $914+146.1% | $1,984+13.4% | $2,177+3.3% |
| Participant deferral / active EE | $3,001 | $2,397+25.2% | $3,239-7.3% | $3,514-14.6% |
| Admin fee / account holder | $76 | $543-86.0% | $6,102-98.8% | $847-91.1% |