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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,580 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 PO BOX 771115 · CINCINATTI, OH 452771115 | Other Commissions | $5,078 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $587 |
Service code 99 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Other Fees | $101 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $14,740 | $91,198-83.8% | $178,503-91.7% | $79,856-81.5% |
| Participation rate | 53.6% | 69.2%-15.6pp | 81.9%-28.3pp | 69.6%-16.0pp |
| Annual return | 2.19% | 24.20%-22.0pp | 151.12%-148.9pp | 31.71%-29.5pp |
| Employer contribution / active EE | $237 | $3,257-92.7% | $5,011-95.3% | $2,471-90.4% |
| Participant deferral / active EE | $1,211 | $3,237-62.6% | $5,202-76.7% | $3,741-67.6% |
| Admin fee / account holder | $95 | $6,748-98.6% | $13,987-99.3% | $5,306-98.2% |