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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Other Commissions | $2,421 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $27,054 | $56,544-52.2% | $75,501-64.2% | $70,126-61.4% |
| Participation rate | 98.9% | 68.1%+30.7pp | 72.4%+26.5pp | 69.5%+29.3pp |
| Annual return | 14.51% | 23.59%-9.1pp | 27.35%-12.8pp | 73.15%-58.6pp |
| Employer contribution / active EE | $880 | $1,817-51.5% | $2,352-62.6% | $2,343-62.4% |
| Participant deferral / active EE | $1,285 | $2,580-50.2% | $3,142-59.1% | $3,332-61.4% |
| Admin fee / account holder | $267 | $3,827-93.0% | $5,801-95.4% | $4,645-94.2% |