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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,299 |
TRUSTMARK NATIONAL BANK5+ years Service code 25 248 E CAPITAL ST STE 580 · JACKSON, MS 39201 | Directed Trustee | $15,175 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,241 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,737 | $56,918-81.1% | $182,531-94.1% | $65,185-83.5% |
| Participation rate | 64.6% | 66.5%-1.9pp | 78.0%-13.4pp | 70.2%-5.6pp |
| Annual return | 19.15% | 27.67%-8.5pp | 148.57%-129.4pp | 29.38%-10.2pp |
| Employer contribution / active EE | $816 | $1,615-49.5% | $4,075-80.0% | $2,177-62.5% |
| Participant deferral / active EE | $1,904 | $3,526-46.0% | $5,525-65.5% | $3,514-45.8% |
| Admin fee / account holder | $158 | $531-70.2% | $8,593-98.2% | $847-81.3% |