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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,990 |
INFINEX INVESTMENTS INC1 year Service code 55 538 PRESTON AVE · MERIDEN, CT 064504858 | Other Commissions | $5,491 |
METRO BENEFITS, INC.1 year Filed as: METRO BENEFITS INC Service code 13 8150 PERRY HWY · PITTSBURGH, PA 15237 | Contract Administrator | $1,535 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $8,544 | $91,019-90.6% | $392,568-97.8% | $72,975-88.3% |
| Participation rate | 75.0% | 74.4%+0.6pp | 78.1%-3.1pp | 69.5%+5.5pp |
| Annual return | 20.66% | 20.00%+0.7pp | 24.42%-3.8pp | 81.01%-60.4pp |
| Employer contribution / active EE | $4,061 | $2,751+47.6% | $3,783+7.3% | $2,440+66.4% |
| Participant deferral / active EE | $2,117 | $4,570-53.7% | $5,985-64.6% | $3,608-41.3% |
| Admin fee / account holder | $86 | $4,895-98.3% | $6,260-98.6% | $5,124-98.3% |