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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $28,366 |
FTB ADVISORS, INC.1 year Filed as: FTB ADVISORS INC Service code 27 530 OAK COURT DR STE 200 · MEMPHIS, TN 38117 | Advisory (Plan) | $18,210 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,167 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $473 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,552 | $46,722+10.3% | $130,648-60.5% | $65,185-20.9% |
| Participation rate | 60.9% | 60.9%0pp | 71.7%-10.8pp | 70.2%-9.3pp |
| Annual return | 26.49% | 24.17%+2.3pp | 1708.96%-1682.5pp | 29.38%-2.9pp |
| Employer contribution / active EE | $1,632 | $1,488+9.7% | $4,092-60.1% | $2,177-25.0% |
| Participant deferral / active EE | $3,874 | $2,545+52.2% | $3,603+7.5% | $3,514+10.2% |
| Admin fee / account holder | $221 | $453-51.3% | $5,464-96.0% | $847-74.0% |