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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,806 |
AMERICAS 401K, INC.1+ years Filed as: AMERICAS'S 401K INC Service code 13 · EIN 75-2261114 8131 LBJ FREEWAY SUITE 770 · DALLAS, TX 75251 | Contract Administrator | $8,474 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: CASE PEARLMAN RETIREMENT PLAN ADVIS Service code 27 12140 CARISSA COMMERCE CT STE 104 · FORT MYERS, FL 33966 | Advisory (Plan) | $5,758 |
AMERICA'S 401K, INC.1+ years Filed as: AMERICA'S 401K INC Service code 13 | Contract Administrator | $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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $41,693 | $73,404-43.2% | $87,102-52.1% | $67,579-38.3% |
| Participation rate | 33.6% | 80.9%-47.3pp | 76.9%-43.3pp | 71.3%-37.7pp |
| Annual return | 860.11% | 48.29%+811.8pp | 28.19%+831.9pp | 378.56%+481.6pp |
| Employer contribution / active EE | $20 | $2,014-99.0% | $2,521-99.2% | $2,148-99.1% |
| Participant deferral / active EE | $188 | $3,913-95.2% | $4,048-95.4% | $3,539-94.7% |
| Admin fee / account holder | $64 | $142-54.9% | $7,491-99.1% | $142-55.1% |