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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADMINISTRATOR PLANNING SERVICES Service code 13 110 OLD PADONIA RD STE 302 · COCKEYSVILLE, MD 21030 | Contract Administrator | $44,869 |
RBC WEALTH MANAGEMENT1+ years Service code 27 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $30,843 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,900 |
KIMBERLY C WALKER PC1+ years Filed as: KIMBERLY F. PALMISANO, CPA P.A. Service code 10 P.O. BOX 164 · HUNT VALLEY, MD 21030 | Accounting | $13,592 |
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,191 |
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.
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 | $46,118 | $46,360-0.5% | $147,617-68.8% | $52,331-11.9% |
| Participation rate | 38.2% | 64.9%-26.7pp | 84.6%-46.4pp | 68.1%-29.9pp |
| Annual return | -1.21% | 1.62%-2.8pp | 61.98%-63.2pp | 4.54%-5.7pp |
| Employer contribution / active EE | $175 | $2,126-91.7% | $5,564-96.8% | $1,882-90.7% |
| Participant deferral / active EE | $1,105 | $2,258-51.1% | $4,895-77.4% | $3,022-63.4% |
| Admin fee / account holder | $48 | $766-93.8% | $11,612-99.6% | $592-91.9% |