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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,547 |
ASCENSUS LLC2 years Filed as: RETIREMENT STRATEGIES GROUP, LLC Service code 13 800 W. COMMERCE RD STE 105 · NEW ORLEANS, LA 70123 | Contract Administrator | $7,905 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 | Other Commissions | $4,114 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $62 |
Filed as: NORTHWESTERN MUTUAL INVESMENT SVCS Service code 55 720 E. WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $10,097 | $31,679-68.1% | $74,722-86.5% | $65,185-84.5% |
| Participation rate | 56.6% | 40.4%+16.2pp | 54.5%+2.1pp | 70.2%-13.6pp |
| Annual return | 21.47% | 39.04%-17.6pp | 753.11%-731.6pp | 29.38%-7.9pp |
| Employer contribution / active EE | $787 | $566+39.1% | $1,084-27.4% | $2,177-63.8% |
| Participant deferral / active EE | $1,767 | $1,191+48.4% | $1,963-10.0% | $3,514-49.7% |
| Admin fee / account holder | $163 | $379-57.1% | $3,335-95.1% | $847-80.8% |