Filed April 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,136 |
TRINITY PENSION GROUP, LLC4+ years Service code 13 4196 MENDENHALL OAKS PARKWAY · HIGH POINT, NC 27265 | Contract Administrator | $12,127 |
SECURITIES AMERICA INC1 year Filed as: BB&T SECURITIES Service code 55 | Other Commissions | $10,842 |
SECURITIES AMERICA INC1 year Filed as: BB&T SECURITIES LLC Service code 27 901 E. BYRD ST · RICHMOND, VA 23219 | Advisory (Plan) | $1,637 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Investment Management | $520 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $38,255 | $65,376-41.5% | $87,104-56.1% | $65,185-41.3% |
| Participation rate | 43.0% | 75.3%-32.3pp | 76.9%-33.9pp | 70.2%-27.2pp |
| Annual return | 20.25% | 31.27%-11.0pp | 28.19%-7.9pp | 29.38%-9.1pp |
| Employer contribution / active EE | $561 | $1,822-69.2% | $2,521-77.8% | $2,177-74.2% |
| Participant deferral / active EE | $889 | $3,388-73.7% | $4,048-78.0% | $3,514-74.7% |
| Admin fee / account holder | $312 | $520-39.9% | $7,491-95.8% | $847-63.1% |