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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $12,870 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,371 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $5,936 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $928 |
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).
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 | $17,698 | $62,928-71.9% | $172,752-89.8% | $67,579-73.8% |
| Participation rate | 32.6% | 64.5%-31.9pp | 82.6%-50.1pp | 71.3%-38.7pp |
| Annual return | 22.91% | 30.36%-7.5pp | 802.97%-780.1pp | 378.56%-355.7pp |
| Employer contribution / active EE | $610 | $1,636-62.7% | $5,144-88.1% | $2,148-71.6% |
| Participant deferral / active EE | $1,628 | $2,145-24.1% | $5,198-68.7% | $3,539-54.0% |
| Admin fee / account holder | $92 | $167-44.5% | $13,955-99.3% | $142-35.0% |