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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,917 |
Service code 55 10 EXCHANGE PLACE · JERSEY CITY, NC 07302 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $8,097 | $66,124-87.8% | $90,430-91.0% | $73,493-89.0% |
| Participation rate | 44.4% | 69.7%-25.3pp | 72.7%-28.3pp | 70.7%-26.3pp |
| Annual return | 19.43% | 17.65%+1.8pp | 1293.73%-1274.3pp | 28.51%-9.1pp |
| Employer contribution / active EE | $1,328 | $2,346-43.4% | $3,262-59.3% | $2,270-41.5% |
| Participant deferral / active EE | $186 | $3,039-93.9% | $3,963-95.3% | $3,740-95.0% |
| Admin fee / account holder | $54 | $396-86.4% | $5,613-99.0% | $513-89.5% |