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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,781 |
Service code 27 12636 HIGH BLUFF DR STE 100 · SAN DIEGO, CA 92130 | Advisory (Plan) | $8,892 |
MMA SECURITIES LLC2 years Filed as: MARSH SALDANA INC Service code 99 #48 RD KM 1.2 · GUAYNABO, PR 00968 | Other Fees | $5,053 |
Service code 13 | Contract Administrator | $2,372 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $22,798 | $43,504-47.6% | $68,612-66.8% | $56,287-59.5% |
| Participation rate | 95.8% | 67.8%+27.9pp | 72.2%+23.5pp | 69.9%+25.9pp |
| Annual return | -4.51% | -3.15%-1.4pp | -4.63%+0.1pp | -9.96%+5.4pp |
| Employer contribution / active EE | $1,102 | $1,525-27.7% | $2,625-58.0% | $2,111-47.8% |
| Participant deferral / active EE | $775 | $2,509-69.1% | $3,311-76.6% | $3,350-76.9% |
| Admin fee / account holder | $113 | $515-78.1% | $5,131-97.8% | $521-78.3% |