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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $72,048 |
BARNES, IACCARINO & SHEPHERD LLP1+ years Filed as: BARNES, DENNIG AND CO. LTD Service code 10 150 EAST FOURTH STREET · CINCINATTI, OH 45202 | Accounting | $4,050 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $491 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,787 | $33,745+41.6% | $64,105-25.5% | $55,191-13.4% |
| Participation rate | 37.2% | 59.4%-22.2pp | 68.2%-31.0pp | 69.2%-32.0pp |
| Annual return | -1.06% | 4.95%-6.0pp | 791.24%-792.3pp | 10.78%-11.8pp |
| Employer contribution / active EE | $0 | $641-100.0% | $1,820-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,671 | $1,929-13.4% | $2,822-40.8% | $3,046-45.2% |
| Admin fee / account holder | $179 | $94+89.7% | $4,499-96.0% | $91+97.1% |