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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 333 PERRY STREET · CASTLE ROCK, CO 80104 | Advisory (Plan) | $10,000 |
FINDLEY1 year Filed as: FINDLEY, INC Service code 27 · EIN 34-1213174 | Advisory (Plan) | $8,788 |
MEEDER FINANCIAL3+ 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,273 | $46,297-77.8% | $71,671-85.7% | $62,293-83.5% |
| Participation rate | 56.9% | 60.6%-3.7pp | 68.7%-11.8pp | 69.5%-12.6pp |
| Annual return | 20.17% | 22.32%-2.2pp | 20.65%-0.5pp | 28.90%-8.7pp |
| Employer contribution / active EE | $559 | $1,412-60.4% | $2,460-77.3% | $2,042-72.6% |
| Participant deferral / active EE | $909 | $2,235-59.3% | $3,438-73.6% | $3,169-71.3% |
| Admin fee / account holder | $99 | $461-78.4% | $5,558-98.2% | $479-79.3% |