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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $138,838 |
Filed as: IFP ADVISORS INC Service code 27 3030 N ROCKY POINT DR. W STE 700 · TAMPA, FL 33607 | Advisory (Plan) | $44,495 |
Filed as: PREMIER RETIREMENT PARTNERS LLC Service code 13 8040 EXCELSIOR DR STE 401 · MADISON, WI 537172919 | Contract Administrator | $27,639 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $4,449 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $12,021 | $46,423-74.1% | $75,900-84.2% | $67,582-82.2% |
| Participation rate | 78.3% | 63.1%+15.2pp | 69.3%+9.0pp | 71.3%+7.0pp |
| Annual return | 16.72% | 32.29%-15.6pp | 30.73%-14.0pp | 378.57%-361.9pp |
| Employer contribution / active EE | $2,910 | $1,406+106.9% | $2,501+16.3% | $2,148+35.5% |
| Participant deferral / active EE | $554 | $2,564-78.4% | $3,604-84.6% | $3,539-84.3% |
| Admin fee / account holder | $247 | $132+87.2% | $5,421-95.4% | $142+73.4% |