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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,762 |
MMA SECURITIES LLC2+ years Filed as: MMC SECURITIES LLC Service code 55 1166 AVE OF THE AMERICAS 22ND FL · NEW YORK, NY 10036 | Other Commissions | $1,695 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $19,550 | $80,177-75.6% | $123,894-84.2% | $57,658-66.1% |
| Participation rate | 16.9% | 74.4%-57.5pp | 81.4%-64.5pp | 70.2%-53.3pp |
| Annual return | 43.35% | 17.90%+25.4pp | 47.52%-4.2pp | 5.13%+38.2pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,148 | $5,130-58.1% | $5,984-64.1% | $3,061-29.8% |
| Admin fee / account holder | $103 | $106-3.2% | $8,357-98.8% | $95+8.8% |