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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $449 |
FIRST ALLIED RETIREMENT SERVICES1+ years Filed as: FIRST ALLIED RETIREMENT SVCS. INC. Service code 13 2125 OAK GROVE ROAD · WALNUT CREEK, CA 94598 | Contract Administrator | $250 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $68 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $1,045 | $204,754-99.5% | $94,229-98.9% | - |
| Participation rate | 96.0% | 62.0%+34.0pp | 78.8%+17.2pp | - |
| Annual return | 0.00% | -1.02%+1.0pp | 10.68%-10.7pp | - |
| Employer contribution / active EE | $1,180 | $1,251-5.6% | $3,587-67.1% | - |
| Participant deferral / active EE | $0 | $2,009-100.0% | $4,320-100.0% | - |
| Admin fee / account holder | $1 | $13,693-100.0% | $6,269-100.0% | - |