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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,833 |
STRATEGIC BENEFIT ADVISORS2 years Filed as: STRATEGIC BENEFITS ADVISORS, INC. Service code 27 1229 N. NORTH BRANCH STREET · CHICAGO, IL 60642 | Advisory (Plan) | $13,126 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $597 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,213 | $98,766-80.5% | $149,730-87.2% | $79,852-75.9% |
| Participation rate | 61.2% | 75.8%-14.6pp | 82.5%-21.3pp | 69.6%-8.4pp |
| Annual return | 15.38% | 27.43%-12.1pp | 276.70%-261.3pp | 31.72%-16.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,276 | $5,681+28.1% | $6,843+6.3% | $3,740+94.5% |
| Admin fee / account holder | $153 | $6,052-97.5% | $9,310-98.4% | $5,306-97.1% |