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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BARNES, DENNIG & CO., LTD. Service code 10 150 EAST FOURTH STREET · CINCINNATI, OH 45202 | Accounting | $9,103 |
Service code 15 8515 E. ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $8,342 |
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.
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 | $21,486 | $63,905-66.4% | $74,184-71.0% | $57,658-62.7% |
| Participation rate | 71.2% | 79.8%-8.6pp | 76.6%-5.5pp | 70.2%+0.9pp |
| Annual return | 7.13% | 60.60%-53.5pp | 17.74%-10.6pp | 5.13%+2.0pp |
| Employer contribution / active EE | $483 | $1,840-73.8% | $2,370-79.6% | $1,974-75.5% |
| Participant deferral / active EE | $2,114 | $3,448-38.7% | $3,550-40.4% | $3,061-30.9% |
| Admin fee / account holder | $53 | $91-41.4% | $5,586-99.0% | $95-43.6% |