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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 13-3180178 | Other Services | $0 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Filed as: MALCOLM THOMPSON AND ASSOCIATES Service code 49 20445 STATE HIGHWAY 249 · HOUSTON, TX 77070 | Other Services | $0 |
Service code 27 4860 COLLEGE BLVD · LEAWOOD, KS 66211 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,007 | $52,122-46.3% | $104,301-73.1% | $64,814-56.8% |
| Participation rate | 64.0% | 56.0%+8.0pp | 73.3%-9.2pp | 71.5%-7.4pp |
| Annual return | -17.50% | 13.26%-30.8pp | 24.61%-42.1pp | 32.84%-50.3pp |
| Employer contribution / active EE | $1,363 | $1,627-16.2% | $3,373-59.6% | $2,507-45.6% |
| Participant deferral / active EE | $3,681 | $2,823+30.4% | $4,626-20.4% | $4,310-14.6% |
| Admin fee / account holder | $151 | $155-2.3% | $7,340-97.9% | $188-19.6% |