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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,370 |
TRUSTMARK NATIONAL BANK6+ years Service code 25 248 E CAPITOL ST STE 580 · JACKSON, MS 39201 | Directed Trustee | $17,977 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,469 |
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 | $12,986 | $62,132-79.1% | $185,861-93.0% | $73,497-82.3% |
| Participation rate | 65.0% | 67.8%-2.8pp | 78.0%-13.0pp | 70.7%-5.7pp |
| Annual return | 12.56% | 20.44%-7.9pp | 35.96%-23.4pp | 28.51%-16.0pp |
| Employer contribution / active EE | $812 | $1,681-51.7% | $4,088-80.1% | $2,270-64.2% |
| Participant deferral / active EE | $2,053 | $3,711-44.7% | $5,634-63.6% | $3,740-45.1% |
| Admin fee / account holder | $180 | $419-57.0% | $9,503-98.1% | $513-64.9% |