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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,381 |
ACUFF & ASSOCIATES, INC.5+ years Service code 13 210 WESTWOOD PLACE · BRENTWOOD, TN 37027 | Contract Administrator | $9,916 |
Filed as: HENDERSON HUTCHERSON & MCCULLOUGH P Service code 10 1200 MARKET ST · CHATTANOOGA, TN 37402 | Accounting | $6,481 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $25,811 | $40,174-35.8% | $84,020-69.3% | $67,579-61.8% |
| Participation rate | 26.2% | 62.7%-36.5pp | 69.0%-42.8pp | 71.3%-45.1pp |
| Annual return | 20.89% | 25.82%-4.9pp | 71.31%-50.4pp | 378.56%-357.7pp |
| Employer contribution / active EE | $548 | $808-32.2% | $1,984-72.4% | $2,148-74.5% |
| Participant deferral / active EE | $882 | $2,301-61.7% | $3,239-72.8% | $3,539-75.1% |
| Admin fee / account holder | $311 | $128+142.2% | $6,101-94.9% | $142+118.5% |