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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,003 |
Filed as: INDEPENDENT FINANCIAL GROUP Service code 27 12636 HIGH BLUFF DR STE 100 · SAN DIEGO, CA 92130 | Advisory (Plan) | $8,062 |
MMA SECURITIES LLC2 years Filed as: MARSH SALDANA INC Service code 99 # 48 RD KM 1.2 · GUAYNABO, PR 00968 | Other Fees | $4,501 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $2,133 |
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 | $23,720 | $43,504-45.5% | $68,612-65.4% | $56,289-57.9% |
| Participation rate | 88.8% | 67.8%+20.9pp | 72.2%+16.5pp | 69.9%+18.9pp |
| Annual return | -4.26% | -3.15%-1.1pp | -4.63%+0.4pp | -9.96%+5.7pp |
| Employer contribution / active EE | $1,144 | $1,525-25.0% | $2,625-56.4% | $2,111-45.8% |
| Participant deferral / active EE | $1,964 | $2,509-21.7% | $3,311-40.7% | $3,350-41.4% |
| Admin fee / account holder | $102 | $515-80.2% | $5,131-98.0% | $521-80.4% |