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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,909 |
Service code 55 1251 WATERFRONT PL, STE. 510 · PITTSBURGH, PA 152224228 | Other Commissions | $4,482 |
CLARK, SCHAEFER, HACKETT & CO.4+ years Filed as: CLARK SCHAEFER HACKETT Service code 13 · EIN 31-0800053 | Contract Administrator | $2,152 |
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 | $12,426 | $59,186-79.0% | $76,768-83.8% | $56,287-77.9% |
| Participation rate | 67.5% | 75.2%-7.7pp | 77.0%-9.5pp | 69.9%-2.4pp |
| Annual return | 0.31% | 6.62%-6.3pp | 2.43%-2.1pp | -9.96%+10.3pp |
| Employer contribution / active EE | $842 | $1,759-52.1% | $2,485-66.1% | $2,111-60.1% |
| Participant deferral / active EE | $1,194 | $3,255-63.3% | $3,852-69.0% | $3,350-64.3% |
| Admin fee / account holder | $93 | $489-81.0% | $6,675-98.6% | $521-82.2% |