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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,337 |
FRIEDMAN & ANSPACH1 year Filed as: FRIEDMAN LLP Service code 10 1700 BROADWAY · NEW YORK, NY 10019 | Accounting | $1,376 |
Service code 55 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 902455670 | Other Commissions | $1,088 |
Filed as: ALLIANT INSURANCE SERVICES INC Service code 13 | Contract Administrator | $909 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · SREENWOOD VILLAGE, CO 80111 | Investment Management | $123 |
Filed as: ALLIANT INSURANCE SERVICES Service code 13 INC DBA ALLIANT RETIREM · NEW YORK, NY 10019 | Contract Administrator | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $2,498 | $44,873-94.4% | $79,466-96.9% | $56,287-95.6% |
| Participation rate | 80.0% | 68.7%+11.3pp | 73.3%+6.7pp | 69.9%+10.1pp |
| Annual return | -8.83% | 0.81%-9.6pp | 718.28%-727.1pp | -9.96%+1.1pp |
| Employer contribution / active EE | $128 | $2,140-94.0% | $2,800-95.4% | $2,111-93.9% |
| Participant deferral / active EE | $721 | $2,746-73.8% | $3,704-80.5% | $3,350-78.5% |
| Admin fee / account holder | $26 | $418-93.7% | $5,104-99.5% | $521-95.0% |