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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,502 |
Filed as: PHILLIPS & COMPANY ADVISORS LLC Service code 27 521 SW 11TH AVE STE 200 · PORTLAND, OR 97205 | Advisory (Plan) | $6,474 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,995 | $62,132-59.8% | $185,835-86.5% | $73,493-66.0% |
| Participation rate | 39.2% | 67.8%-28.7pp | 78.0%-38.9pp | 70.7%-31.5pp |
| Annual return | 32.57% | 20.44%+12.1pp | 35.96%-3.4pp | 28.51%+4.1pp |
| Employer contribution / active EE | $1,815 | $1,681+8.0% | $4,087-55.6% | $2,270-20.0% |
| Participant deferral / active EE | $2,897 | $3,711-21.9% | $5,633-48.6% | $3,740-22.5% |
| Admin fee / account holder | $202 | $419-51.8% | $9,502-97.9% | $513-60.7% |