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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,590 |
Filed as: INDEPENDENT FINANCIAL GROUP Service code 27 12636 HIGH BLUFF DR STE 100 · SAN DIEGO, CA 92130 | Advisory (Plan) | $4,336 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $3,480 |
MMA SECURITIES LLC1 year Filed as: MARSH SALDANA INC Service code 99 # 48 RD KM 1.2 · GUAYNABO, PR 00968 | Other Fees | $2,769 |
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 | $23,614 | $50,385-53.1% | $75,501-68.7% | $62,293-62.1% |
| Participation rate | 84.5% | 67.7%+16.8pp | 72.4%+12.1pp | 69.5%+15.0pp |
| Annual return | 14.27% | 19.90%-5.6pp | 27.35%-13.1pp | 28.90%-14.6pp |
| Employer contribution / active EE | $1,046 | $1,537-32.0% | $2,352-55.5% | $2,042-48.8% |
| Participant deferral / active EE | $1,398 | $2,445-42.8% | $3,142-55.5% | $3,169-55.9% |
| Admin fee / account holder | $59 | $384-84.6% | $5,801-99.0% | $479-87.7% |