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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,343 |
ACUFF & ASSOCIATES, INC.4+ years Service code 13 210 WESTWOOD PLACE · BRENTWOOD, TN 37027 | Contract Administrator | $9,243 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $691 |
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 | $19,747 | $35,485-44.4% | $74,549-73.5% | $55,725-64.6% |
| Participation rate | 27.6% | 62.5%-35.0pp | 69.1%-41.6pp | 70.9%-43.3pp |
| Annual return | -6.05% | 0.72%-6.8pp | 32.53%-38.6pp | 244.93%-251.0pp |
| Employer contribution / active EE | $467 | $777-40.0% | $1,961-76.2% | $2,078-77.6% |
| Participant deferral / active EE | $706 | $2,181-67.6% | $3,108-77.3% | $3,356-79.0% |
| Admin fee / account holder | $241 | $114+110.4% | $5,059-95.2% | $115+108.9% |