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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP3 years Service code 15 7425 HOLLISTER · HOUSTON, TX 77040 | Recordkeeping | $77,450 |
Filed as: PHILLIPS & COMPANY ADVISORS LLC Service code 27 521 SW 11TH AVE STE 200 · PORTLAND, OR 97205 | Advisory (Plan) | $2,566 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $533 |
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.
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 | $4,039 | $56,095-92.8% | $178,499-97.7% | $90,274-95.5% |
| Participation rate | 85.0% | 65.6%+19.5pp | 81.9%+3.1pp | 73.4%+11.7pp |
| Annual return | 21.98% | 28.81%-6.8pp | 151.10%-129.1pp | 53.97%-32.0pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $1,938 | $2,669-27.4% | $5,202-62.7% | $4,231-54.2% |
| Admin fee / account holder | $63 | $101-37.7% | $13,986-99.6% | $114-45.0% |