Filed September 1, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,143 |
Service code 27 111 CONGRESSIONAL BLVD, ST. 100 · CARMEL, IN 46032 | Advisory (Plan) | $26,000 |
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 | $33,802 | $66,650-49.3% | $92,915-63.6% | $67,582-50.0% |
| Participation rate | 92.7% | 72.5%+20.2pp | 76.0%+16.7pp | 71.3%+21.4pp |
| Annual return | 23.84% | 92.64%-68.8pp | 109.45%-85.6pp | 378.57%-354.7pp |
| Employer contribution / active EE | $860 | $2,777-69.0% | $3,653-76.5% | $2,148-59.9% |
| Participant deferral / active EE | $6,166 | $3,160+95.1% | $4,238+45.5% | $3,539+74.2% |
| Admin fee / account holder | $126 | $199-37.0% | $5,796-97.8% | $142-11.8% |