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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $226 |
Service code 55 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Other Commissions | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $7,654 | $25,723-70.2% | $69,182-88.9% | $55,167-86.1% |
| Participation rate | 11.4% | 39.4%-28.0pp | 55.1%-43.7pp | 69.0%-57.6pp |
| Annual return | 80.79% | 9.56%+71.2pp | -21.93%+102.7pp | 169.23%-88.4pp |
| Employer contribution / active EE | $323 | $480-32.8% | $1,206-73.2% | $1,963-83.5% |
| Participant deferral / active EE | $447 | $963-53.6% | $1,897-76.4% | $3,054-85.4% |
| Admin fee / account holder | $19 | $365-94.8% | $2,697-99.3% | $504-96.3% |