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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,216 |
QUINONES ARCHILLA3 years Service code 27 VILLAS DE CAPARRA ST C D6 · GUAYNABO, PR 00966 | Advisory (Plan) | $14,427 |
Service code 99 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Other Fees | $3,607 |
ORIENTAL PENSION CONSULTANTS2 years Filed as: ORIENTAL PENSIONS CONSULTATION Service code 13 1900 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Contract Administrator | $1,350 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN FINANCIAL SECURITIES Service code 55 PO BOX 2201 · FORT WAYNE, IN 46801 | 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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,999 | $79,151-69.7% | $60,906-60.6% | $64,819-63.0% |
| Participation rate | 45.7% | 77.7%-32.0pp | 73.1%-27.4pp | 71.5%-25.8pp |
| Annual return | -17.29% | -7.12%-10.2pp | 16.94%-34.2pp | 32.84%-50.1pp |
| Employer contribution / active EE | $1,002 | $3,052-67.2% | $2,703-62.9% | $2,507-60.0% |
| Participant deferral / active EE | $671 | $3,727-82.0% | $3,814-82.4% | $4,311-84.4% |
| Admin fee / account holder | $144 | $106+35.9% | $3,227-95.5% | $188-23.5% |