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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,368 |
USI CONSULTING GROUP2+ years Filed as: USI SECURITIES INC Service code 55 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Other Commissions | $12,300 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $338 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,334 | $42,546-56.9% | $71,796-74.5% | $55,167-66.8% |
| Participation rate | 57.8% | 59.1%-1.3pp | 69.1%-11.3pp | 69.0%-11.2pp |
| Annual return | 7.98% | 12.36%-4.4pp | 78.04%-70.1pp | 169.23%-161.3pp |
| Employer contribution / active EE | $237 | $803-70.4% | $1,924-87.7% | $1,963-87.9% |
| Participant deferral / active EE | $2,838 | $2,064+37.5% | $2,794+1.6% | $3,054-7.1% |
| Admin fee / account holder | $80 | $650-87.8% | $4,815-98.3% | $504-84.2% |