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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,748 |
Service code 55 | Other Commissions | $4,246 |
NATIONAL ADMINISTRATION, INC.1+ years Filed as: NATIONAL ADMINISTRATION, INC Service code 13 1920 E NORTHLAND AVE · APPLETON, WI 54911 | Contract Administrator | $3,055 |
NATIONAL ADMINISTRATION, INC.1+ years Service code 13 | Contract Administrator | $1,108 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,100 |
Filed as: COORDINATED CAPITAL SECURITIES, INC Service code 55 704 RIVER PL · MADISON, WI 53716 | Other Commissions | $0 |
Participant contribution per participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $19,253 | $50,464-61.8% | $75,784-74.6% | $52,331-63.2% |
| Participation rate | 73.6% | 66.8%+6.8pp | 75.8%-2.2pp | 68.1%+5.5pp |
| Annual return | -1.55% | 1.03%-2.6pp | 9.68%-11.2pp | 4.54%-6.1pp |
| Employer contribution / active EE | $2,957 | $1,988+48.7% | $3,323-11.0% | $1,882+57.2% |
| Participant deferral / active EE | $1,069 | $2,570-58.4% | $3,652-70.7% | $3,022-64.6% |
| Admin fee / account holder | $187 | $1,103-83.1% | $5,300-96.5% | $592-68.4% |