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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,819 |
Service code 27 5665 PLAZA DR. STE 350 · CYPRESS, CA 90630 | Advisory (Plan) | $2,584 |
ERISA SERVICES, INC.1 year Filed as: ERISA SERVICES INC Service code 13 PO BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $825 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,659 | $58,895-83.6% | $178,503-94.6% | $73,497-86.9% |
| Participation rate | 80.2% | 66.2%+14.0pp | 81.9%-1.7pp | 70.7%+9.5pp |
| Annual return | 23.91% | 24.86%-0.9pp | 151.12%-127.2pp | 28.51%-4.6pp |
| Employer contribution / active EE | $1,361 | $2,236-39.1% | $5,011-72.8% | $2,270-40.0% |
| Participant deferral / active EE | $3,928 | $2,567+53.0% | $5,202-24.5% | $3,740+5.0% |
| Admin fee / account holder | $76 | $400-81.1% | $13,987-99.5% | $513-85.3% |