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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,880 |
Service code 55 880 CARILON PARKWAY · ST. PETERSBURG, FL 33716 | Other Commissions | $10,051 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $7,585 | $39,948-81.0% | $89,435-91.5% | $73,412-89.7% |
| Participation rate | 69.3% | 50.4%+18.9pp | 68.0%+1.3pp | 72.2%-2.9pp |
| Annual return | 57.18% | 50.12%+7.1pp | 245.55%-188.4pp | 59.30%-2.1pp |
| Employer contribution / active EE | $3,801 | $1,200+216.8% | $2,587+46.9% | $2,234+70.2% |
| Participant deferral / active EE | $1,071 | $2,193-51.1% | $3,890-72.5% | $3,806-71.8% |
| Admin fee / account holder | $48 | $134-64.2% | $4,884-99.0% | $158-69.6% |