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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,209,807 |
Service code 10 LOCKBOX 28025 NETWORK PL · CHICAGO, IL 606731280 | Accounting | $148,846 |
THE SEGAL COMPANY1 year Filed as: SEGAL ADVISORS INC Service code 27 PO BOX 4142 CHURCH STREET STATION · NEW YORK, NY 102614142 | Advisory (Plan) | $120,637 |
LEGACY PROFESSIONALS LLP1 year Service code 10 311 S WACKER DR STE 4000 · CHICAGO, IL 606066678 | Accounting | $30,600 |
BANCO POPULAR DE PUERTO RICO3+ years Service code 21 PO BOX 362708 · SAN JUAN, PR 009362708 | Bank Trustee | $2,580 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $142,300 | $106,273+33.9% | $379,746-62.5% | $106,273+33.9% |
| Participation rate | 92.1% | 70.8%+21.3pp | 78.4%+13.7pp | 70.8%+21.3pp |
| Annual return | 0.73% | 21.70%-21.0pp | 34.90%-34.2pp | 21.70%-21.0pp |
| Employer contribution / active EE | $3,120 | $2,722+14.6% | $3,540-11.8% | $2,722+14.6% |
| Participant deferral / active EE | $5,953 | $4,601+29.4% | $6,024-1.2% | $4,601+29.4% |
| Admin fee / account holder | $94 | $78+20.2% | $7,927-98.8% | $78+20.2% |