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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,089 |
TRISTAR PENSION LTD5+ years Filed as: TRISTAR PENSION, LTD. Service code 13 · EIN 75-1553813 9150 N MAY AVE · OKLAHOMA CITY, OK 73120 | Contract Administrator | $7,653 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 · EIN 13-2808480 1215 4TH AVE 26TH FL · SEATTLE, CO 98161 | Other Commissions | $480 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $316 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $24,782 | $89,652-72.4% | $141,191-82.4% | $65,185-62.0% |
| Participation rate | 59.4% | 74.7%-15.3pp | 82.5%-23.1pp | 70.2%-10.8pp |
| Annual return | 18.50% | 32.79%-14.3pp | 71.41%-52.9pp | 29.38%-10.9pp |
| Employer contribution / active EE | $827 | $3,065-73.0% | $4,736-82.5% | $2,177-62.0% |
| Participant deferral / active EE | $2,710 | $5,691-52.4% | $6,710-59.6% | $3,514-22.9% |
| Admin fee / account holder | $56 | $569-90.1% | $10,264-99.5% | $847-93.4% |