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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,369 |
WITHUMSMITH+BROWN, PC1 year Filed as: MEDLEY & BROWN LLC Service code 27 795 WOODLANDS PARKWAY · RIDGELAND, MS 39157 | Advisory (Plan) | $6,001 |
Filed as: OPTIMUM FINANCIAL SERVICES LLC Service code 27 1817 CRANE RIDGE DRIVE · JACKSON, MS 39216 | Advisory (Plan) | $1,484 |
Filed as: GWFS EQUITIES INC. Service code 33 · EIN 84-0965407 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Other investmen... | $82 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $255,738 | $85,766+198.2% | $136,297+87.6% | $70,131+264.7% |
| Participation rate | 95.5% | 74.2%+21.3pp | 81.9%+13.5pp | 69.5%+25.9pp |
| Annual return | 15.07% | 31.45%-16.4pp | 5156.16%-5141.1pp | 73.14%-58.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,608 | $5,051+11.0% | $6,247-10.2% | $3,332+68.3% |
| Admin fee / account holder | $110 | $5,420-98.0% | $9,244-98.8% | $4,645-97.6% |