See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,150 |
Filed as: IFP ADVISORS Service code 27 3030 N ROCK POINT DR W, SUITE 700 · TAMPA, FL 33607 | Advisory (Plan) | $15,113 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 10319 DAWSONS CREEK BLVD, SUITE A · FORT WAYNE, IN 46825 | Contract Administrator | $9,288 |
PENSIONMARK FINANCIAL GROUP LLC1+ years Filed as: PENSIONMARK FINANCIAL GROUP Service code 27 24 E COTA ST., SUITE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $4,819 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $115 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,956 | $39,245+29.8% | $64,105-20.5% | $52,331-2.6% |
| Participation rate | 39.0% | 58.2%-19.2pp | 68.2%-29.2pp | 68.1%-29.1pp |
| Annual return | -1.27% | 14.79%-16.1pp | 791.24%-792.5pp | 4.54%-5.8pp |
| Employer contribution / active EE | $444 | $736-39.7% | $1,820-75.6% | $1,882-76.4% |
| Participant deferral / active EE | $1,933 | $1,992-2.9% | $2,822-31.5% | $3,022-36.0% |
| Admin fee / account holder | $240 | $592-59.5% | $4,499-94.7% | $592-59.4% |