Filed April 20, 2022
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| Provider | Service type | Compensation |
|---|---|---|
FIRST SECURITY BANK1 year Filed as: FIRST SECURITY BANK DBA C/O TRUST A Service code 99 314 N SPRING ST · SEARCY, AR 72143 | Other Fees | $4,574 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,418 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8 |
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.
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 | $41,850 | $62,928-33.5% | $172,752-75.8% | $67,579-38.1% |
| Participation rate | 15.1% | 64.5%-49.4pp | 82.6%-67.6pp | 71.3%-56.2pp |
| Annual return | 17.08% | 30.36%-13.3pp | 802.97%-785.9pp | 378.56%-361.5pp |
| Employer contribution / active EE | $212 | $1,636-87.1% | $5,144-95.9% | $2,148-90.1% |
| Participant deferral / active EE | $359 | $2,145-83.3% | $5,198-93.1% | $3,539-89.9% |
| Admin fee / account holder | $200 | $167+20.0% | $13,955-98.6% | $142+40.6% |