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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,793 |
Service code 27 450 SANSOME ST STE 300 · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $6,009 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $486 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,120 | $98,982-84.7% | $162,185-90.7% | $65,186-76.8% |
| Participation rate | 58.3% | 85.8%-27.5pp | 87.6%-29.3pp | 70.2%-11.9pp |
| Annual return | 66.04% | 24.84%+41.2pp | 115.61%-49.6pp | 29.39%+36.7pp |
| Employer contribution / active EE | $2,014 | $3,467-41.9% | $5,613-64.1% | $2,177-7.5% |
| Participant deferral / active EE | $4,462 | $5,384-17.1% | $7,297-38.8% | $3,514+27.0% |
| Admin fee / account holder | $87 | $596-85.4% | $10,844-99.2% | $847-89.7% |