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 | $31,998 |
AIF PLANNING AND CONSULTANTS GROUP4 years Service code 27 INC. DBA CAPITAL · SAN DIEGO, CA 92128 | Advisory (Plan) | $16,621 |
PENSION PROFESSIONALS, INC.5 years Service code 13 · EIN 33-0001862 30212 TOMAS, SUITE 275 · RANCHO SANTA MARGARITA, CA 92688 | Contract Administrator | $7,125 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,504 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,402 | $91,517-73.3% | $101,248-75.9% | $73,409-66.8% |
| Participation rate | 36.8% | 73.8%-37.0pp | 75.8%-39.1pp | 72.2%-35.4pp |
| Annual return | 14.36% | 17.17%-2.8pp | 46.47%-32.1pp | 59.29%-44.9pp |
| Employer contribution / active EE | $747 | $2,877-74.0% | $3,660-79.6% | $2,234-66.6% |
| Participant deferral / active EE | $1,108 | $3,338-66.8% | $4,370-74.6% | $3,805-70.9% |
| Admin fee / account holder | $148 | $216-31.6% | $5,945-97.5% | $158-6.4% |