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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $169,400 |
Filed as: MMCSC Service code 27 1166 AVE OF THE AMERICAS 22ND FL · NEW YORK, NY 10036 | Advisory (Plan) | $45,000 |
WITHUMSMITH+BROWN, PC2 years Filed as: MORRISON, BROWN, ARGIZ & FARRA, LLC Service code 10 1450 BRICKELL AVENUE 18TH FLOOR · MIAMI, FL 33131 | Accounting | $24,000 |
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.
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 | $46,683 | $88,874-47.5% | $123,552-62.2% | $75,289-38.0% |
| Participation rate | 63.8% | 75.9%-12.1pp | 82.3%-18.5pp | 72.4%-8.6pp |
| Annual return | -5.70% | 4.22%-9.9pp | 119.20%-124.9pp | -0.04%-5.7pp |
| Employer contribution / active EE | $2,078 | $3,256-36.2% | $4,628-55.1% | $2,405-13.6% |
| Participant deferral / active EE | $6,072 | $6,174-1.6% | $6,426-5.5% | $3,739+62.4% |
| Admin fee / account holder | $60 | $95-36.7% | $9,285-99.4% | $102-41.5% |