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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,634 |
Filed as: AMERICAN PORTFOLIOS ADVISORS INC Service code 27 4250 VETERANS MEMORIAL HWY · HOLBROOK, NY 11741 | Advisory (Plan) | $7,952 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,508 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $24,469 | $99,957-75.5% | $149,745-83.7% | $73,497-66.7% |
| Participation rate | 70.9% | 75.7%-4.8pp | 82.5%-11.6pp | 70.7%+0.2pp |
| Annual return | 47.59% | 53.87%-6.3pp | 276.72%-229.1pp | 28.51%+19.1pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,646-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $7,756 | $6,073+27.7% | $6,843+13.3% | $3,740+107.4% |
| Admin fee / account holder | $103 | $551-81.3% | $9,312-98.9% | $513-80.0% |