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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,985 |
HAYS FINANCIAL GROUP1 year Filed as: HAYS GROUP INC DBA HAYS COMPANIES Service code 27 80TH S 8TH ST STE 700 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $11,629 |
HAYS FINANCIAL GROUP1 year Filed as: THE HAYS FINANCIAL GROUP, LLC Service code 27 80 S 8TH ST STE 700 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $7,209 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,466 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,143 | $55,125-48.9% | $109,895-74.4% | $86,813-67.6% |
| Participation rate | 62.6% | 70.1%-7.5pp | 74.2%-11.6pp | 72.3%-9.7pp |
| Annual return | 54.00% | 26.20%+27.8pp | 29.46%+24.5pp | 97.93%-43.9pp |
| Employer contribution / active EE | $2,321 | $1,558+49.0% | $2,843-18.4% | $2,406-3.5% |
| Participant deferral / active EE | $5,912 | $3,337+77.2% | $4,049+46.0% | $4,131+43.1% |
| Admin fee / account holder | $56 | $141-60.2% | $6,067-99.1% | $170-66.9% |