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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,258 |
LPL FINANCIAL3 years Service code 27 P O BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $7,554 |
MAP RETIREMENT, INC.1 year Filed as: MAP RETIREMENT, INC Service code 13 W6180 AEROTECH DRIVE · APPLETON, WI 54914 | Contract Administrator | $4,688 |
MAP RETIREMENT, INC.2 years Filed as: MAP RETIREMENT LLC Service code 13 | Contract Administrator | $3,021 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Investment Management | $382 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
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 | $16,682 | $55,636-70.0% | $81,991-79.7% | $73,493-77.3% |
| Participation rate | 86.1% | 62.3%+23.8pp | 69.3%+16.8pp | 70.7%+15.4pp |
| Annual return | 9.85% | 19.07%-9.2pp | 41.31%-31.5pp | 28.51%-18.7pp |
| Employer contribution / active EE | $258 | $1,625-84.1% | $2,498-89.7% | $2,270-88.6% |
| Participant deferral / active EE | $1,480 | $2,762-46.4% | $3,722-60.2% | $3,740-60.4% |
| Admin fee / account holder | $127 | $493-74.3% | $5,665-97.8% | $513-75.3% |