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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,315 |
Filed as: ARCHFORD CAPITAL STRATEGIES Service code 27 · EIN 46-2394834 | Advisory (Plan) | $15,427 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 13 6 CITY PLACE DRIVE STE 700 · ST. LOUIS, MO 63141 | Contract Administrator | $3,856 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,040 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $12,732 | $39,948-68.1% | $89,414-85.8% | $73,412-82.7% |
| Participation rate | 51.2% | 50.4%+0.7pp | 68.0%-16.8pp | 72.2%-21.0pp |
| Annual return | 19.34% | 50.12%-30.8pp | 245.50%-226.2pp | 59.30%-40.0pp |
| Employer contribution / active EE | $12 | $1,200-99.0% | $2,586-99.6% | $2,234-99.5% |
| Participant deferral / active EE | $2,649 | $2,193+20.8% | $3,890-31.9% | $3,806-30.4% |
| Admin fee / account holder | $98 | $134-27.3% | $4,883-98.0% | $158-38.2% |