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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $55,947 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $34,544 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,656 | $88,874-77.9% | $123,553-84.1% | $75,289-73.9% |
| Participation rate | 86.0% | 75.9%+10.2pp | 82.3%+3.7pp | 72.4%+13.6pp |
| Annual return | 51.51% | 4.22%+47.3pp | 119.21%-67.7pp | -0.04%+51.6pp |
| Employer contribution / active EE | $3,559 | $3,256+9.3% | $4,628-23.1% | $2,405+48.0% |
| Participant deferral / active EE | $8,330 | $6,174+34.9% | $6,426+29.6% | $3,739+122.8% |
| Admin fee / account holder | $54 | $95-43.3% | $9,284-99.4% | $102-47.6% |