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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,271 |
MHS ADVISORY SERVICES, LLC1+ years Filed as: MHS ADVISORY SERVICES LLC DBA MHS A Service code 27 10900 WAYZATA BLVD STE 130 · MINNETONKA, MN 55305 | Advisory (Plan) | $1,988 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $173 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $3,849 | $72,554-94.7% | $138,135-97.2% | $73,493-94.8% |
| Participation rate | 85.3% | 74.8%+10.5pp | 78.7%+6.6pp | 70.7%+14.6pp |
| Annual return | 0.00% | 17.50%-17.5pp | 20.51%-20.5pp | 28.51%-28.5pp |
| Employer contribution / active EE | $1,526 | $3,511-56.5% | $5,587-72.7% | $2,270-32.8% |
| Participant deferral / active EE | $2,168 | $4,908-55.8% | $6,431-66.3% | $3,740-42.0% |
| Admin fee / account holder | $83 | $464-82.1% | $11,856-99.3% | $513-83.8% |