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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,053 |
USI CONSULTING GROUP5+ years Filed as: USI SECURITIES INC Service code 55 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Other Commissions | $17,115 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,929 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $40,718 | $49,138-17.1% | $84,023-51.5% | $65,186-37.5% |
| Participation rate | 42.6% | 60.7%-18.2pp | 69.0%-26.5pp | 70.2%-27.6pp |
| Annual return | 20.70% | 23.00%-2.3pp | 71.32%-50.6pp | 29.39%-8.7pp |
| Employer contribution / active EE | $277 | $914-69.6% | $1,984-86.0% | $2,177-87.3% |
| Participant deferral / active EE | $2,247 | $2,397-6.3% | $3,239-30.6% | $3,514-36.1% |
| Admin fee / account holder | $243 | $543-55.3% | $6,102-96.0% | $847-71.3% |