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| Provider | Service type | Compensation |
|---|---|---|
MOSS,KRUSICK & ASSOCIATES ,LLC2+ years Service code 10 501 S NEW YORK AVENUE SUITE 100 · WINTER PARK, FL 32789 | Accounting | $5,250 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $282 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,440 | $23,385+81.5% | $69,182-38.7% | $57,658-26.4% |
| Participation rate | 15.3% | 37.9%-22.6pp | 55.1%-39.8pp | 70.2%-55.0pp |
| Annual return | 6.64% | -659.34%+666.0pp | -21.93%+28.6pp | 5.13%+1.5pp |
| Employer contribution / active EE | $0 | $422-100.0% | $1,206-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $464 | $843-44.9% | $1,897-75.5% | $3,061-84.8% |
| Admin fee / account holder | $93 | $82+13.6% | $2,697-96.5% | $95-1.3% |