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| Provider | Service type | Compensation |
|---|---|---|
TRISTAR PENSION LTD4+ years Filed as: TRISTAR PENSION, LTD. Service code 13 · EIN 75-1553813 9150 N MAY AVE · OKLAHOMA CITY, OK 73120 | Contract Administrator | $10,848 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,744 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 · EIN 13-2808480 1215 4TH AVE 26TH FL · SEATTLE, CO 98161 | Other Commissions | $1,102 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $215 |
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).
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 | $21,480 | $73,102-70.6% | $123,553-82.6% | $56,289-61.8% |
| Participation rate | 56.5% | 74.3%-17.8pp | 82.3%-25.8pp | 69.9%-13.3pp |
| Annual return | -5.14% | 3.01%-8.1pp | 119.21%-124.3pp | -9.96%+4.8pp |
| Employer contribution / active EE | $1,443 | $2,977-51.5% | $4,628-68.8% | $2,111-31.6% |
| Participant deferral / active EE | $2,645 | $5,423-51.2% | $6,426-58.8% | $3,350-21.0% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |