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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,651 |
SAUNDERS ASSET MANAGEMENT INC1+ years Service code 55 PO BOX 18405 · TAMPA, FL 33679 | Other Commissions | $10,933 |
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).
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 | $12,058 | $39,245-69.3% | $64,105-81.2% | $52,331-77.0% |
| Participation rate | 84.2% | 58.2%+26.0pp | 68.2%+16.1pp | 68.1%+16.1pp |
| Annual return | -1.80% | 14.79%-16.6pp | 791.24%-793.0pp | 4.54%-6.3pp |
| Employer contribution / active EE | $419 | $736-43.1% | $1,820-77.0% | $1,882-77.7% |
| Participant deferral / active EE | $2,275 | $1,992+14.2% | $2,822-19.4% | $3,022-24.7% |
| Admin fee / account holder | $27 | $592-95.5% | $4,499-99.4% | $592-95.4% |