| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $230,110 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $99,872 |
RSM US LLP4+ years Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $33,175 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $16,000 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $16,000 |
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.
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 | $21,865 | $89,609-75.6% | $76,667-71.5% | $89,609-75.6% |
| Participation rate | 41.3% | 69.6%-28.3pp | 72.1%-30.8pp | 69.6%-28.3pp |
| Annual return | 20.85% | 33.65%-12.8pp | 1166.74%-1145.9pp | 33.65%-12.8pp |
| Employer contribution / active EE | $361 | $2,584-86.0% | $2,303-84.3% | $2,584-86.0% |
| Participant deferral / active EE | $991 | $4,222-76.5% | $3,336-70.3% | $4,222-76.5% |
| Admin fee / account holder | $25 | $72-65.5% | $6,423-99.6% | $72-65.5% |