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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,839 |
HEFREN-TILLOTSON, INC.3 years Filed as: HEFREN-TILLOTSON INC Service code 27 308 7TH AVE · PITTSBURGH, PA 15222 | Advisory (Plan) | $12,052 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,481 | $89,370-65.9% | $141,197-78.4% | $72,976-58.2% |
| Participation rate | 73.6% | 75.1%-1.5pp | 82.5%-8.8pp | 69.5%+4.1pp |
| Annual return | 17.32% | 111.88%-94.6pp | 71.41%-54.1pp | 81.02%-63.7pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,213 | $5,419-59.2% | $6,710-67.0% | $3,608-38.6% |
| Admin fee / account holder | $278 | $5,957-95.3% | $10,265-97.3% | $5,124-94.6% |