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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,019 |
WISIAN AND BREEDING PLLC1 year Service code 10 801 S FILLMORE STE 640 · AMARILLO, TX 79101 | Accounting | $19,925 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 PO BOX 771115 · CINCINNATI, OH 452771115 | Other Commissions | $7,751 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP INC Service code 13 300 PRIMERA BLVD STE 200 · LAKE MARY, FL 32746 | Contract Administrator | $7,680 |
MSI FINANCIAL SERVICES INC.2 years Filed as: MSI FINANCIAL SERVICES Service code 55 1295 STATE ST, MIP E410 · SPRINGFIELD, MA 01111 | Other Commissions | $3,559 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,693 |
TD AMERITRADE, INC.2 years Service code 33 200 S 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $533 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,487 | $71,192-54.4% | $117,861-72.4% | $62,293-47.8% |
| Participation rate | 80.3% | 74.2%+6.1pp | 79.7%+0.7pp | 69.5%+10.8pp |
| Annual return | 11.42% | 18.66%-7.2pp | 335.11%-323.7pp | 28.90%-17.5pp |
| Employer contribution / active EE | $2,031 | $1,934+5.0% | $3,786-46.4% | $2,042-0.6% |
| Participant deferral / active EE | $2,361 | $3,189-25.9% | $4,482-47.3% | $3,169-25.5% |
| Admin fee / account holder | $276 | $587-53.0% | $8,021-96.6% | $479-42.4% |