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| Provider | Service type | Compensation |
|---|---|---|
COLLEEN BRINDISI1+ years Filed as: COLLEEN ROOS Service code 16 4347 CARLISLE DR · PRAIREI GROVE, IL 60012 | Consulting | $7,474 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,950 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,916 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $14,054 | $43,550-67.7% | $63,244-77.8% | $52,331-73.1% |
| Participation rate | 55.7% | 65.7%-10.0pp | 71.0%-15.3pp | 68.1%-12.4pp |
| Annual return | -0.97% | 2.03%-3.0pp | -70.31%+69.3pp | 4.54%-5.5pp |
| Employer contribution / active EE | $355 | $1,351-73.7% | $2,322-84.7% | $1,882-81.1% |
| Participant deferral / active EE | $1,106 | $2,254-50.9% | $2,953-62.5% | $3,022-63.4% |
| Admin fee / account holder | $95 | $387-75.4% | $5,893-98.4% | $592-83.9% |