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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,510 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 PO BOX 771115 · CINCINNATI, OH 452771115 | Other Commissions | $3,570 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,306 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $381 |
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.
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).
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 | $13,560 | $85,171-84.1% | $172,753-92.2% | $72,976-81.4% |
| Participation rate | 34.1% | 70.1%-35.9pp | 82.6%-48.5pp | 69.5%-35.4pp |
| Annual return | 17.12% | 27.32%-10.2pp | 803.00%-785.9pp | 81.02%-63.9pp |
| Employer contribution / active EE | $69 | $3,324-97.9% | $5,144-98.7% | $2,440-97.2% |
| Participant deferral / active EE | $1,154 | $3,260-64.6% | $5,198-77.8% | $3,608-68.0% |
| Admin fee / account holder | $200 | $5,880-96.6% | $13,956-98.6% | $5,124-96.1% |