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| Provider | Service type | Compensation |
|---|---|---|
R-TECH CONSULTANTS, INC.1+ years Service code 13 21331 COSTANSO STREET · WOOODLAND HILLS, CA 91364 | Contract Administrator | $4,713 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $713 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $500 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,377 | $50,464-67.5% | $75,784-78.4% | $52,331-68.7% |
| Participation rate | 39.6% | 66.8%-27.2pp | 75.8%-36.2pp | 68.1%-28.5pp |
| Annual return | -1.05% | 1.03%-2.1pp | 9.68%-10.7pp | 4.54%-5.6pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $3,323-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $966 | $2,570-62.4% | $3,652-73.6% | $3,022-68.1% |
| Admin fee / account holder | $14 | $1,103-98.8% | $5,300-99.7% | $592-97.7% |