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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,049 |
Filed as: PRINCIPAL SECURITIES INC Service code 55 711 HIGH ST · DES MOINES, IA 50392 | Other Commissions | $7,067 |
NATIONAL ADMINISTRATION, INC.2 years Service code 13 · EIN 39-1967492 878 W AIRPORT RD · MENASHA, WI 54952 | Contract Administrator | $6,767 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INC MORNINGSTAR Service code 99 ASSOCIATES LLC · CHICAGO, IL 60674 | Other Fees | $276 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,392 | $52,670-84.1% | $90,404-90.7% | $73,409-88.6% |
| Participation rate | 39.8% | 67.7%-27.8pp | 72.7%-32.8pp | 72.2%-32.3pp |
| Annual return | 13.36% | 20.70%-7.3pp | 1293.02%-1279.7pp | 59.29%-45.9pp |
| Employer contribution / active EE | $0 | $1,872-100.0% | $3,262-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $655 | $2,807-76.7% | $3,963-83.5% | $3,805-82.8% |
| Admin fee / account holder | $124 | $117+6.1% | $5,611-97.8% | $158-21.5% |