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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,825 |
Service code 99 8400 WESTPARK DR · MCLEAN, VA 22102 | Other Fees | $3,555 |
Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $490 |
Service code 99 12 GILL ST STE 2600 · WOBURN, MA 01801 | Other Fees | $306 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,891 | $51,466-8.9% | $78,778-40.5% | $62,293-24.7% |
| Participation rate | 38.5% | 59.8%-21.3pp | 69.2%-30.7pp | 69.5%-31.1pp |
| Annual return | 5.97% | 19.96%-14.0pp | 35.62%-29.7pp | 28.90%-22.9pp |
| Employer contribution / active EE | $308 | $827-62.8% | $1,986-84.5% | $2,042-84.9% |
| Participant deferral / active EE | $1,817 | $2,147-15.4% | $2,958-38.6% | $3,169-42.7% |
| Admin fee / account holder | $240 | $489-50.9% | $5,134-95.3% | $479-49.9% |