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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,879 |
Filed as: PRINCIPAL SECURITIES INC Service code 55 711 HIGH ST · DES MOINES, IA 50392 | Other Commissions | $19,695 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,779 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INC MORNINGSTAR ASSOCIA Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $45,675 | $74,706-38.9% | $75,717-39.7% | $79,393-42.5% |
| Participation rate | 69.2% | 75.3%-6.1pp | 74.8%-5.6pp | 70.7%-1.5pp |
| Annual return | 31.39% | 18.52%+12.9pp | 104.58%-73.2pp | 116.87%-85.5pp |
| Employer contribution / active EE | $709 | $2,590-72.6% | $2,743-74.2% | $2,428-70.8% |
| Participant deferral / active EE | $3,649 | $3,533+3.3% | $3,821-4.5% | $4,046-9.8% |
| Admin fee / account holder | $223 | $374-40.3% | $3,619-93.8% | $627-64.3% |