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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,157 |
BAIRD FUNDS1 year Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 55 777 E WISCONSIN AVE · MILWAUKEE, WI 53201 | Other Commissions | $5,800 |
EVEREN SECURITIES INC3 years Service code 55 10700 WHEAT FIRST DRIVE · GLEN ALLEN, VA 23060 | Other Commissions | $1,496 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $207 |
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).
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 | $18,200 | $46,423-60.8% | $75,901-76.0% | $67,579-73.1% |
| Participation rate | 33.7% | 63.1%-29.4pp | 69.3%-35.6pp | 71.3%-37.6pp |
| Annual return | 30.82% | 32.29%-1.5pp | 30.76%+0.1pp | 378.56%-347.7pp |
| Employer contribution / active EE | $516 | $1,406-63.3% | $2,501-79.4% | $2,148-76.0% |
| Participant deferral / active EE | $928 | $2,564-63.8% | $3,603-74.2% | $3,539-73.8% |
| Admin fee / account holder | $108 | $132-17.9% | $5,420-98.0% | $142-23.9% |