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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,411 |
MHS ADVISORY SERVICES, LLC2 years Filed as: MHS ADVISORY SERIVICES LLC Service code 27 10900 WAYZATA BLVD STE 130 · MINNETONKA, MN 55305 | Advisory (Plan) | $4,638 |
Filed as: TAX SHELTERED COMPENSATION,INC Service code 13 7300 METRO BLVD STE 450 · EDINA, MN 55439 | Contract Administrator | $3,000 |
Filed as: TAX SHELTERED COMPENSATION INC Service code 13 | Contract Administrator | $927 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,452 | $58,879-77.2% | $178,490-92.5% | $73,488-81.7% |
| Participation rate | 67.6% | 66.2%+1.3pp | 81.9%-14.4pp | 70.7%-3.1pp |
| Annual return | 15.80% | 24.86%-9.1pp | 151.07%-135.3pp | 28.51%-12.7pp |
| Employer contribution / active EE | $569 | $2,236-74.6% | $5,011-88.6% | $2,270-74.9% |
| Participant deferral / active EE | $1,586 | $2,567-38.2% | $5,202-69.5% | $3,740-57.6% |
| Admin fee / account holder | $151 | $400-62.3% | $13,984-98.9% | $513-70.6% |