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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $94,069 |
HAM, LANGSTON & BREZINA, LLP2 years Filed as: HAM LANGSTON & BREZINA LLP Service code 10 11550 FUQUA STE 475 · HOUSTON, TX 77034 | Accounting | $5,155 |
QDRO CONSULTANTS COMPANY, LLC3+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,327 | $102,255-77.2% | $118,746-80.4% | $77,958-70.1% |
| Participation rate | 68.7% | 84.8%-16.1pp | 78.3%-9.6pp | 71.6%-2.9pp |
| Annual return | 15.34% | 65.05%-49.7pp | 24.54%-9.2pp | 20.87%-5.5pp |
| Employer contribution / active EE | $1,806 | $4,931-63.4% | $4,193-56.9% | $2,310-21.8% |
| Participant deferral / active EE | $2,403 | $5,974-59.8% | $5,332-54.9% | $3,537-32.1% |
| Admin fee / account holder | $36 | $79-54.5% | $10,720-99.7% | $97-63.1% |