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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 333 PERRY STREET · CASTLE ROCK, CO 80104 | Advisory (Plan) | $5,000 |
MEEDER FINANCIAL2+ years Service code 27 · EIN 31-1188077 | Advisory (Plan) | $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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,811 | $44,425-75.7% | $67,834-84.1% | $55,167-80.4% |
| Participation rate | 47.0% | 59.7%-12.7pp | 68.8%-21.8pp | 69.0%-22.0pp |
| Annual return | 6.88% | 17.80%-10.9pp | 138.47%-131.6pp | 169.23%-162.4pp |
| Employer contribution / active EE | $412 | $1,351-69.5% | $2,403-82.9% | $1,963-79.0% |
| Participant deferral / active EE | $693 | $2,166-68.0% | $3,160-78.1% | $3,054-77.3% |
| Admin fee / account holder | $56 | $530-89.4% | $4,622-98.8% | $504-88.8% |