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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,760 |
MARR AND COMPANY PC3+ years Service code 10 1401 EAST 104 ST STE 100 · KANSAS CITY, MO 64131 | Accounting | $2,250 |
SIGMA FINANCIAL CORPORATION4+ years Service code 55 300 PARKLAND PLAZA · ANN ARBOR, MI 48103 | Other Commissions | $2,172 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $9,733 | $28,109-65.4% | $71,086-86.3% | $56,287-82.7% |
| Participation rate | 11.2% | 40.4%-29.2pp | 54.7%-43.5pp | 69.9%-58.7pp |
| Annual return | -10.60% | -615.05%+604.5pp | 650.59%-661.2pp | -9.96%-0.6pp |
| Employer contribution / active EE | $118 | $558-78.9% | $1,088-89.2% | $2,111-94.4% |
| Participant deferral / active EE | $367 | $1,116-67.1% | $1,874-80.4% | $3,350-89.0% |
| Admin fee / account holder | $191 | $585-67.4% | $3,082-93.8% | $521-63.4% |