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| Provider | Service type | Compensation |
|---|---|---|
TRISTAR PENSION LTD3+ years Filed as: TRISTAR PENSION, LTD. Service code 13 · EIN 75-1553813 9150 N MAY AVE · OKLAHOMA CITY, OK 73120 | Contract Administrator | $7,572 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 · EIN 13-2808480 1215 4TH AVE 26TH FL · SEATTLE, CO 98161 | Other Commissions | $1,264 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $931 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,131 | $155,795-87.1% | $136,298-85.2% | $69,631-71.1% |
| Participation rate | 58.3% | 75.2%-16.9pp | 81.9%-23.6pp | 70.7%-12.4pp |
| Annual return | 17.80% | 232464.33%-232446.5pp | 5156.27%-5138.5pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $1,344 | $2,991-55.1% | $4,696-71.4% | $2,032-33.9% |
| Participant deferral / active EE | $1,634 | $5,394-69.7% | $6,247-73.8% | $3,224-49.3% |
| Admin fee / account holder | $0 | $128-100.0% | $9,244-100.0% | $110-100.0% |