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| Provider | Service type | Compensation |
|---|---|---|
MOSS,KRUSICK & ASSOCIATES ,LLC3+ years Service code 10 501 S NEW YORK AVENUE SUITE 100 · WINTER PARK, FL 32789 | Accounting | $5,368 |
Filed as: COMMONWEALTH EQUITY SERVICES INC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $1,826 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $451 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $404 |
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 | $46,566 | $28,416+63.9% | $73,550-36.7% | $69,631-33.1% |
| Participation rate | 16.7% | 38.3%-21.6pp | 54.9%-38.2pp | 70.7%-54.0pp |
| Annual return | 14.57% | -694.13%+708.7pp | -15.16%+29.7pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $0 | $430-100.0% | $1,219-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $519 | $897-42.2% | $1,804-71.2% | $3,224-83.9% |
| Admin fee / account holder | $131 | $104+25.6% | $2,320-94.3% | $110+18.7% |