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| Provider | Service type | Compensation |
|---|---|---|
STEPSTONE GROUP LP1 year Filed as: STEPSTONE HOSPITALITY INC Service code 99 333 WESTMINSTER ST STE 4 · PROVIDENCE, RI 02903 | Other Fees | $15,500 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,400 |
CETERA ADVISOR NETWORKS LLC2 years Service code 55 200 N SEPULVEDA BLVD STE 1200 · EL SEGUNDO, CA 902455670 | Other Commissions | $3,396 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $5,005 | $28,416-82.4% | $73,550-93.2% | $69,631-92.8% |
| Participation rate | 50.7% | 38.3%+12.3pp | 54.9%-4.3pp | 70.7%-20.0pp |
| Annual return | 16.36% | -694.13%+710.5pp | -15.16%+31.5pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $592 | $430+37.5% | $1,219-51.4% | $2,032-70.9% |
| Participant deferral / active EE | $1,329 | $897+48.1% | $1,804-26.4% | $3,224-58.8% |
| Admin fee / account holder | $137 | $104+31.7% | $2,320-94.1% | $110+24.4% |