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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $61,563 |
Service code 13 7300 METRO BLVD #450 · EDINA, MN 55439 | Contract Administrator | $39,113 |
Filed as: PRINCIPAL SECURITIES, INC. Service code 55 | Other Commissions | $30,785 |
Service code 99 6011 WEST COURTYARD DR. SUITE 405 · AUSTIN, TX 78730 | Other Fees | $3,734 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $427 |
Filed as: PRINCIPAL SECURITIES Service code 55 711 HIGH ST. · DES MOINES, IA 50392 | Other Commissions | $0 |
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 | $6,897 | $45,382-84.8% | $154,108-95.5% | $75,289-90.8% |
| Participation rate | 93.9% | 65.9%+28.0pp | 83.0%+10.9pp | 72.4%+21.5pp |
| Annual return | 19.65% | -0.47%+20.1pp | 735.21%-715.6pp | -0.04%+19.7pp |
| Employer contribution / active EE | $1,699 | $1,533+10.8% | $5,298-67.9% | $2,405-29.4% |
| Participant deferral / active EE | $2,234 | $2,384-6.3% | $5,081-56.0% | $3,739-40.2% |
| Admin fee / account holder | $89 | $89-0.4% | $13,411-99.3% | $102-13.1% |