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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,278 |
HEFREN-TILLOTSON, INC.1+ years Filed as: HEFREN TILLOTSON, INC Service code 55 | Other Commissions | $711 |
METRO BENEFITS, INC.1+ years Service code 13 8150 PERRY HIGHWAY, STE 311 · PITTSBURGH, PA 15237 | Contract Administrator | $50 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 · EIN 84-1455663 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $40 |
HEFREN-TILLOTSON, INC.1+ years Filed as: HEFREN-TILLOTSON, INC Service code 55 308 7TH AVENUE · PITTSBURGH, PA 152223920 | 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.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $6,785 | $62,928-89.2% | $172,739-96.1% | $67,579-90.0% |
| Participation rate | 8.6% | 64.5%-55.9pp | 82.6%-74.1pp | 71.3%-62.7pp |
| Annual return | 7.86% | 30.36%-22.5pp | 802.84%-795.0pp | 378.56%-370.7pp |
| Employer contribution / active EE | $74 | $1,636-95.5% | $5,143-98.6% | $2,148-96.6% |
| Participant deferral / active EE | $192 | $2,145-91.0% | $5,198-96.3% | $3,539-94.6% |
| Admin fee / account holder | $49 | $167-70.9% | $13,954-99.7% | $142-65.9% |