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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,940 |
SAUNDERS ASSET MANAGEMENT INC2+ years Service code 55 17888 US HWY 41 N · LUTZ, FL 33549 | Other Commissions | $10,884 |
Employer 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,062 | $37,044-67.4% | $71,796-83.2% | $57,658-79.1% |
| Participation rate | 75.7% | 61.1%+14.6pp | 69.1%+6.6pp | 70.2%+5.5pp |
| Annual return | 7.36% | 12.64%-5.3pp | 78.04%-70.7pp | 5.13%+2.2pp |
| Employer contribution / active EE | $0 | $720-100.0% | $1,924-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,143 | $1,974+8.6% | $2,794-23.3% | $3,061-30.0% |
| Admin fee / account holder | $33 | $101-67.4% | $4,815-99.3% | $95-65.2% |