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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,571 |
Service code 13 8523 SOUTH REDWOOD ROAD · WEST JORDAN, UT 84088 | Contract Administrator | $1,424 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $495 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $126 |
Filed as: AMERIPRISE FINANCIAL SERVICES, LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,820 | $60,788-70.7% | $85,705-79.2% | $79,389-77.6% |
| Participation rate | 26.7% | 62.1%-35.4pp | 69.9%-43.2pp | 70.7%-44.0pp |
| Annual return | 16.77% | 16.57%+0.2pp | 21.49%-4.7pp | 116.89%-100.1pp |
| Employer contribution / active EE | $495 | $1,664-70.2% | $2,619-81.1% | $2,428-79.6% |
| Participant deferral / active EE | $941 | $2,920-67.8% | $3,924-76.0% | $4,046-76.7% |
| Admin fee / account holder | $97 | $439-78.0% | $6,877-98.6% | $626-84.6% |