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| Provider | Service type | Compensation |
|---|---|---|
EMJAY CORPORATION1+ years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $600 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $42,388 | $33,745+25.6% | $64,105-33.9% | $55,191-23.2% |
| Participation rate | 19.8% | 59.4%-39.5pp | 68.2%-48.3pp | 69.2%-49.3pp |
| Annual return | -1.91% | 4.95%-6.9pp | 791.24%-793.1pp | 10.78%-12.7pp |
| Employer contribution / active EE | $376 | $641-41.4% | $1,820-79.4% | $1,899-80.2% |
| Participant deferral / active EE | $845 | $1,929-56.2% | $2,822-70.0% | $3,046-72.3% |
| Admin fee / account holder | $8 | $94-92.0% | $4,499-99.8% | $91-91.7% |