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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $79,898 |
Filed as: IFP ADVISORS INC Service code 27 3030 N ROCKY POINT DR. W STE 700 · TAMPA, FL 33607 | Advisory (Plan) | $20,833 |
BOON ADMINISTRATIVE SERVICES INC4+ years Filed as: BOON ADMINISTRATIVE SERVICES, INC. Service code 13 6300 BRIDGEPOINT PKWY · AUSTIN, TX 78730 | Contract Administrator | $15,390 |
ALLIANCE BENEFIT GROUP1 year Filed as: ALLIANCE BENEFIT GROUP WISCONSIN Service code 13 8040 EXCELSIOR DR STE 401 · MADISON, WI 537172919 | Contract Administrator | $5,000 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 99 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Other Fees | $3,747 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $142 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $8,409 | $41,467-79.7% | $67,313-87.5% | $55,725-84.9% |
| Participation rate | 89.4% | 62.5%+26.9pp | 69.1%+20.3pp | 70.9%+18.5pp |
| Annual return | 71.63% | 0.82%+70.8pp | -4.08%+75.7pp | 244.93%-173.3pp |
| Employer contribution / active EE | $3,462 | $1,316+163.0% | $2,566+35.0% | $2,078+66.6% |
| Participant deferral / active EE | $203 | $2,399-91.5% | $3,568-94.3% | $3,356-94.0% |
| Admin fee / account holder | $128 | $102+25.1% | $4,507-97.2% | $115+10.8% |