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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,823 |
AMERICAN FUNDS1 year Filed as: ADVANCED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,380 |
STAFFORDSHIRE BENEFIT CONSULTING LL1 year Service code 13 1307 WHITE HORSE ROAD BLDG D · VOORHEES, NJ 08043 | Contract Administrator | $225 |
BCG SECURITIES1 year Service code 55 600 DELRAN PKY SUITE B · DELRAN, NJ 08075 | Other Commissions | $0 |
GARDEN STATE SECURITIES INC1 year Service code 55 328 NEWMAN SPRINGS ROAD · RED BANK, NJ 07701 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,329 | $89,355-10.1% | $141,162-43.1% | $72,985+10.1% |
| Participation rate | 20.9% | 75.1%-54.2pp | 82.5%-61.6pp | 69.5%-48.6pp |
| Annual return | 18.90% | 111.85%-92.9pp | 71.39%-52.5pp | 81.00%-62.1pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,636 | $5,418-69.8% | $6,709-75.6% | $3,607-54.6% |
| Admin fee / account holder | $618 | $5,958-89.6% | $10,261-94.0% | $5,124-87.9% |