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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $354,817 |
Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $136,607 |
Filed as: TAX SHELTERED COMPENSATION INC Service code 13 7300 METRO BLVD STE 450 · EDINA, MN 55439 | Contract Administrator | $91,890 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Plan) | $30,000 |
Service code 99 6011 WEST COURTYARD DR. SUITE 405 · AUSTIN, TX 78730 | Other Fees | $6,306 |
BMK SOLUTIONS2 years Service code 99 1220 5TH ST. SOUTH · HOPKINS, MN 55343 | Other Fees | $0 |
Filed as: KESTRA INVESTMENTS SERVICSE LLC Service code 55 | Other Commissions | $0 |
Filed as: PRINCIPAL SECURITIES Service code 55 711 HIGH ST. · DES MOINES, IA 50392 | Other Commissions | $0 |
Filed as: PRINCIPAL SECURITIES, INC. Service code 55 | Other Commissions | $0 |
Service code 13 7300 METRO BLVD #450 · EDINA, MN 55439 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,908 | $52,293-75.3% | $178,503-92.8% | $73,412-82.4% |
| Participation rate | 0.0% | 65.3%-65.3pp | 81.9%-81.9pp | 72.2%-72.2pp |
| Annual return | 11.44% | 34.75%-23.3pp | 151.12%-139.7pp | 59.30%-47.9pp |
| Employer contribution / active EE | $0 | $1,736-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $3,198 | $2,333+37.1% | $5,202-38.5% | $3,806-16.0% |
| Admin fee / account holder | $197 | $127+55.0% | $13,987-98.6% | $158+25.0% |