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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,825 |
RM STARK & CO, INC.4+ years Service code 55 | Other Commissions | $10,569 |
RHODA, SMITH & ASSOCIATES, S.C.4+ years Service code 10 20350 WATERTOWER BLVD SUITE 20 · BROOKFIELD, WI 53045 | Accounting | $6,925 |
BLUE CHIP RETIREMENT PLANS, INC.4+ years Service code 13 6737 W WASHINGTON ST. · MILWAUKEE, WI 53214 | Contract Administrator | $6,350 |
Service code 27 1801 CALIFORNIA ST · DENVER, CO 80202 | Advisory (Plan) | $5,397 |
RM START & CO INC.1 year Service code 55 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $97,888 | $49,138+99.2% | $84,023+16.5% | $65,186+50.2% |
| Participation rate | 54.9% | 60.7%-5.8pp | 69.0%-14.1pp | 70.2%-15.3pp |
| Annual return | 5.30% | 23.00%-17.7pp | 71.32%-66.0pp | 29.39%-24.1pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,984-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,077 | $2,397-13.3% | $3,239-35.9% | $3,514-40.9% |
| Admin fee / account holder | $358 | $543-34.2% | $6,102-94.1% | $847-57.8% |