Filed April 13, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FASCORE, LLC1+ years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $980 |
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.
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 | $11,309 | $37,117-69.5% | $147,617-92.3% | $55,191-79.5% |
| Participation rate | 35.4% | 63.6%-28.2pp | 84.6%-49.2pp | 69.2%-33.7pp |
| Annual return | 3.01% | 3.44%-0.4pp | 61.98%-59.0pp | 10.78%-7.8pp |
| Employer contribution / active EE | $506 | $1,620-68.8% | $5,564-90.9% | $1,899-73.3% |
| Participant deferral / active EE | $210 | $1,985-89.4% | $4,895-95.7% | $3,046-93.1% |
| Admin fee / account holder | $4 | $86-95.6% | $11,612-100.0% | $91-95.8% |