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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 E. ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $49,450 |
STELLAR CAPITAL MANAGEMENT4 years Service code 27 · EIN 86-0993065 2200 E. CAMELBACK RD STE 130 · PHOENIX, AZ 85016 | Advisory (Plan) | $17,872 |
WALLACE PLESE & DREHER, LLP5 years Filed as: WALLACE PLESE DREHER, LLP Service code 10 · EIN 86-0841383 500 N. JUNIPER DR · CHANDLER, AZ 85226 | Accounting | $10,750 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,015 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,051 | $74,462-87.8% | $81,991-89.0% | $90,274-90.0% |
| Participation rate | 47.3% | 69.7%-22.4pp | 69.3%-22.0pp | 73.4%-26.1pp |
| Annual return | 17.07% | 17.56%-0.5pp | 41.31%-24.2pp | 53.97%-36.9pp |
| Employer contribution / active EE | $0 | $2,334-100.0% | $2,498-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $649 | $3,602-82.0% | $3,722-82.6% | $4,231-84.7% |
| Admin fee / account holder | $52 | $98-46.9% | $5,665-99.1% | $114-54.4% |