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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,952 |
KOVACK SECURITIES INC1 year Service code 55 | Other Commissions | $1,103 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $250 |
KOVAC SECURITIES INC1 year Service code 55 6451 N FEDERAL HWY STE 1201 · FORT LAUDERDALE, FL 33308 | 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.
Employer 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.
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 | $4,719 | $46,297-89.8% | $71,671-93.4% | $62,293-92.4% |
| Participation rate | 51.5% | 60.6%-9.2pp | 68.7%-17.3pp | 69.5%-18.0pp |
| Annual return | 7.56% | 22.32%-14.8pp | 20.65%-13.1pp | 28.90%-21.3pp |
| Employer contribution / active EE | $73 | $1,412-94.9% | $2,460-97.0% | $2,042-96.4% |
| Participant deferral / active EE | $349 | $2,235-84.4% | $3,438-89.8% | $3,169-89.0% |
| Admin fee / account holder | $81 | $461-82.4% | $5,558-98.5% | $479-83.1% |