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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,833 |
MMA SECURITIES LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $2,367 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $1,508 |
Service code 99 2 S 545 ROUTE 53 · GLEN ELLYN, IL 60137 | Other Fees | $1,020 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $663 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
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 | $4,577 | $58,888-92.2% | $178,498-97.4% | $73,493-93.8% |
| Participation rate | 64.6% | 66.2%-1.6pp | 81.9%-17.3pp | 70.7%-6.0pp |
| Annual return | 14.29% | 24.86%-10.6pp | 151.09%-136.8pp | 28.51%-14.2pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,198 | $2,568-53.4% | $5,202-77.0% | $3,740-68.0% |
| Admin fee / account holder | $94 | $400-76.6% | $13,985-99.3% | $513-81.8% |