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| Provider | Service type | Compensation |
|---|---|---|
ACUFF & ASSOCIATES, INC.3+ years Service code 13 210 WESTWOOD PLACE · BRENTWOOD, TN 37027 | Contract Administrator | $9,142 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $743 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $735 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMPA Service code 55 PO BOX 771115 · CINCINNATI, OH 45277 | Other Commissions | $0 |
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.
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).
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 | $23,472 | $48,064-51.2% | $78,778-70.2% | $69,631-66.3% |
| Participation rate | 26.3% | 61.6%-35.3pp | 69.2%-42.9pp | 70.7%-44.4pp |
| Annual return | 17.24% | 21.81%-4.6pp | 35.62%-18.4pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $461 | $744-38.0% | $1,986-76.8% | $2,032-77.3% |
| Participant deferral / active EE | $707 | $2,079-66.0% | $2,958-76.1% | $3,224-78.1% |
| Admin fee / account holder | $30 | $152-80.3% | $5,134-99.4% | $110-72.9% |