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| Provider | Service type | Compensation |
|---|---|---|
KARP CAPITAL MANAGEMENT2 years Service code 27 2269 CHESTNUT ST STE 308 · SAN FRANCISCO, CA 94123 | Advisory (Plan) | $7,312 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,663 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $732 |
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.
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 | $24,808 | $52,293-52.6% | $178,490-86.1% | $73,409-66.2% |
| Participation rate | 17.9% | 65.3%-47.4pp | 81.9%-64.0pp | 72.2%-54.2pp |
| Annual return | 19.37% | 34.75%-15.4pp | 151.07%-131.7pp | 59.29%-39.9pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,005 | $2,332-56.9% | $5,202-80.7% | $3,805-73.6% |
| Admin fee / account holder | $176 | $127+38.0% | $13,984-98.7% | $158+11.3% |