Filed December 1, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,463 |
DAVID K. YOUNG CONSULTING, LLC1+ years Filed as: DAVID K. YOUNG CONSULTING L.L.C. Service code 13 | Contract Administrator | $1,398 |
Service code 37 · EIN 04-2647786 | Loan Processing | $206 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $13,647 | $43,550-68.7% | $63,244-78.4% | $52,331-73.9% |
| Participation rate | 71.2% | 65.7%+5.5pp | 71.0%+0.2pp | 68.1%+3.1pp |
| Annual return | -5.59% | 2.03%-7.6pp | -70.31%+64.7pp | 4.54%-10.1pp |
| Employer contribution / active EE | $340 | $1,351-74.8% | $2,322-85.4% | $1,882-81.9% |
| Participant deferral / active EE | $1,657 | $2,254-26.5% | $2,953-43.9% | $3,022-45.2% |
| Admin fee / account holder | $16 | $387-96.0% | $5,893-99.7% | $592-97.4% |