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| Provider | Service type | Compensation |
|---|---|---|
BRIGGS & VESELKA CO.2+ years Service code 10 NINE GREENWAY PLAZA STE 1700 · HOUSTON, TX 77046 | Accounting | $13,125 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,600 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $8,167 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,202 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,156 | $36,700-15.1% | $171,082-81.8% | $63,975-51.3% |
| Participation rate | 35.2% | 61.5%-26.3pp | 76.7%-41.5pp | 71.1%-35.9pp |
| Annual return | 5.23% | 12.80%-7.6pp | 32.56%-27.3pp | 48.65%-43.4pp |
| Employer contribution / active EE | $434 | $1,210-64.2% | $4,002-89.2% | $2,182-80.1% |
| Participant deferral / active EE | $1,311 | $2,696-51.4% | $4,797-72.7% | $3,356-60.9% |
| Admin fee / account holder | $38 | $68-43.3% | $8,520-99.6% | $70-45.6% |