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| Provider | Service type | Compensation |
|---|---|---|
FEDERATED1+ years Filed as: FEDERATED RETIREMENT PLAN SERVICES Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $950 |
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.
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 | $24,938 | $39,859-37.4% | $78,676-68.3% | $57,658-56.7% |
| Participation rate | 72.6% | 66.1%+6.5pp | 73.6%-1.0pp | 70.2%+2.4pp |
| Annual return | 0.10% | 18.96%-18.9pp | 62.19%-62.1pp | 5.13%-5.0pp |
| Employer contribution / active EE | $1,062 | $1,786-40.5% | $2,850-62.7% | $1,974-46.2% |
| Participant deferral / active EE | $515 | $2,248-77.1% | $3,517-85.4% | $3,061-83.2% |
| Admin fee / account holder | $36 | $76-52.1% | $4,510-99.2% | $95-61.4% |