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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,294 |
Service code 55 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Other Commissions | $5,257 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $616 |
Service code 13 | Contract Administrator | $317 |
Filed as: MARTIN, MARTIN RANDALL & ASSO., INC Service code 99 | Other Fees | $54 |
KEMP AND ASSOCIATES LLC1 year Filed as: KEMP QUALIFIED PLAN ADMINSITRATION Service code 13 1885 OSPREY BLUFF BOULEVARD · FLEMING ISLAND, FL 32003 | Contract Administrator | $0 |
Filed as: MARTIN MARTIN RANDAL & ASSO Service code 99 4 RIVER BEND PLACE, STE 125 · JACKSON, MS 39232 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $10,684 | $66,124-83.8% | $90,461-88.2% | $73,497-85.5% |
| Participation rate | 21.1% | 69.7%-48.6pp | 72.7%-51.6pp | 70.7%-49.6pp |
| Annual return | 14.93% | 17.65%-2.7pp | 1294.76%-1279.8pp | 28.51%-13.6pp |
| Employer contribution / active EE | $267 | $2,346-88.6% | $3,264-91.8% | $2,270-88.2% |
| Participant deferral / active EE | $437 | $3,039-85.6% | $3,964-89.0% | $3,740-88.3% |
| Admin fee / account holder | $73 | $396-81.6% | $5,617-98.7% | $513-85.8% |