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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,255 |
NATIONAL ADMINISTRATION, INC.2+ years Service code 13 878 W AIRPORT RD · MENASHA, WI 54952 | Contract Administrator | $6,490 |
Service code 55 | Other Commissions | $4,628 |
Filed as: EMPOWER RETIREMENT ADEVISORY SERVIC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,228 |
Filed as: COORDINATED CAPTIAL SECURITIES INC Service code 55 704 RIVER PL · MADISON, WI 73716 | 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 | $19,562 | $52,884-63.0% | $84,753-76.9% | $55,167-64.5% |
| Participation rate | 75.0% | 67.5%+7.5pp | 76.6%-1.6pp | 69.0%+6.0pp |
| Annual return | 6.69% | 18.03%-11.3pp | 22.78%-16.1pp | 169.23%-162.5pp |
| Employer contribution / active EE | $1,694 | $2,233-24.2% | $3,574-52.6% | $1,963-13.7% |
| Participant deferral / active EE | $1,113 | $2,644-57.9% | $3,712-70.0% | $3,054-63.6% |
| Admin fee / account holder | $164 | $581-71.7% | $5,333-96.9% | $504-67.4% |