Filed August 23, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,131 |
Service code 27 INC DBA CAPITAL · SAN DIEGO, CA 92128 | Advisory (Plan) | $6,510 |
PENSION PROFESSIONALS, INC.2 years Service code 13 · EIN 33-0001862 30212 TOMAS, SUITE 275 · RANCHO SANTA MARGARITA, CA 92688 | Contract Administrator | $5,750 |
AMERICAN FUNDS2 years Filed as: CAPITAL FINANCIAL CONSULTANTS GROUP Service code 99 14259 DANIELSON ST. · POWAY, CA 92064 | Other Fees | $3,870 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $469 |
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.
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 | $13,650 | $60,545-77.5% | $92,240-85.2% | $69,631-80.4% |
| Participation rate | 56.0% | 72.2%-16.1pp | 76.5%-20.5pp | 70.7%-14.7pp |
| Annual return | 18.95% | 19.71%-0.8pp | 176.29%-157.3pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $965 | $2,633-63.3% | $3,680-73.8% | $2,032-52.5% |
| Participant deferral / active EE | $1,213 | $2,828-57.1% | $3,897-68.9% | $3,224-62.4% |
| Admin fee / account holder | $103 | $145-28.7% | $5,194-98.0% | $110-6.5% |