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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $11,539 |
MOSS,KRUSICK & ASSOCIATES ,LLC4+ years Service code 10 501 S NEW YORK AVENUE SUITE 100 · WINTER PARK, FL 32789 | Accounting | $5,199 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $456 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $260 |
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 | $45,766 | $23,224+97.1% | $71,089-35.6% | $55,725-17.9% |
| Participation rate | 14.2% | 37.9%-23.7pp | 54.6%-40.4pp | 70.9%-56.7pp |
| Annual return | -7.22% | -2.87%-4.4pp | 650.65%-657.9pp | 244.93%-252.1pp |
| Employer contribution / active EE | $0 | $436-100.0% | $1,088-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $483 | $929-48.0% | $1,873-74.2% | $3,356-85.6% |
| Admin fee / account holder | $282 | $118+139.0% | $3,082-90.9% | $115+144.7% |