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| Provider | Service type | Compensation |
|---|---|---|
PENSION SERVICES, INC.7+ years Service code 13 3150 SW 38 AVENUE, SUITE 900 · MIAMI, FL 33146 | Contract Administrator | $10,555 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,617 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,290 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,235 | $41,647-51.4% | $96,171-79.0% | $86,821-76.7% |
| Participation rate | 19.6% | 50.3%-30.6pp | 68.4%-48.8pp | 72.3%-52.6pp |
| Annual return | 15.57% | 27.24%-11.7pp | 192.04%-176.5pp | 97.94%-82.4pp |
| Employer contribution / active EE | $645 | $1,328-51.4% | $2,799-77.0% | $2,406-73.2% |
| Participant deferral / active EE | $765 | $2,412-68.3% | $4,350-82.4% | $4,132-81.5% |
| Admin fee / account holder | $21 | $169-87.7% | $5,538-99.6% | $170-87.7% |