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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $11,479 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,233 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $389 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,738 | $78,423-45.5% | $95,964-55.5% | $79,856-46.5% |
| Participation rate | 58.5% | 73.5%-15.0pp | 77.1%-18.5pp | 69.6%-11.1pp |
| Annual return | -0.32% | 19.37%-19.7pp | 91.64%-92.0pp | 31.71%-32.0pp |
| Employer contribution / active EE | $1,653 | $1,945-15.0% | $2,541-35.0% | $2,471-33.1% |
| Participant deferral / active EE | $5,691 | $3,440+65.4% | $4,167+36.6% | $3,741+52.1% |
| Admin fee / account holder | $285 | $5,622-94.9% | $6,797-95.8% | $5,306-94.6% |