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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,878 |
COMERICA BANK2+ years Filed as: COMERICA SECURITIES Service code 55 411 W LAFAYETTE MC 3139 · DETROIT, MI 48226 | Other Commissions | $13,472 |
AMERICA'S 401K, INC.2+ years Service code 13 · EIN 75-2261114 | Contract Administrator | $8,901 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $17,200 | $63,905-73.1% | $74,184-76.8% | $57,658-70.2% |
| Participation rate | 89.6% | 79.8%+9.9pp | 76.6%+13.0pp | 70.2%+19.4pp |
| Annual return | 5.57% | 60.60%-55.0pp | 17.74%-12.2pp | 5.13%+0.4pp |
| Employer contribution / active EE | $425 | $1,840-76.9% | $2,370-82.1% | $1,974-78.5% |
| Participant deferral / active EE | $1,107 | $3,448-67.9% | $3,550-68.8% | $3,061-63.8% |
| Admin fee / account holder | $86 | $91-5.4% | $5,586-98.5% | $95-8.9% |