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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,928 |
MMA SECURITIES LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $5,385 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $93 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,621 | $65,376-37.9% | $87,104-53.4% | $65,185-37.7% |
| Participation rate | 55.1% | 75.3%-20.2pp | 76.9%-21.8pp | 70.2%-15.1pp |
| Annual return | 18.00% | 31.27%-13.3pp | 28.19%-10.2pp | 29.38%-11.4pp |
| Employer contribution / active EE | $848 | $1,822-53.5% | $2,521-66.4% | $2,177-61.0% |
| Participant deferral / active EE | $2,817 | $3,388-16.9% | $4,048-30.4% | $3,514-19.8% |
| Admin fee / account holder | $133 | $520-74.3% | $7,491-98.2% | $847-84.3% |