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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $9,534 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,518 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $712 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $21,424 | $78,425-72.7% | $95,956-77.7% | $79,858-73.2% |
| Participation rate | 67.3% | 73.5%-6.1pp | 77.1%-9.7pp | 69.6%-2.3pp |
| Annual return | 14.39% | 19.37%-5.0pp | 91.63%-77.2pp | 31.72%-17.3pp |
| Employer contribution / active EE | $800 | $1,945-58.9% | $2,541-68.5% | $2,471-67.6% |
| Participant deferral / active EE | $2,609 | $3,440-24.2% | $4,167-37.4% | $3,740-30.3% |
| Admin fee / account holder | $164 | $5,622-97.1% | $6,797-97.6% | $5,306-96.9% |