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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1180 W PEACHTREE ST NW STE 2475 · ATLANTA, GA 30309 | Advisory (Plan) | $23,336 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $8,669 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,046 | $38,312+30.6% | $100,671-50.3% | $59,188-15.4% |
| Participation rate | 33.9% | 57.4%-23.5pp | 70.7%-36.8pp | 69.4%-35.5pp |
| Annual return | 0.18% | 2.64%-2.5pp | 20.43%-20.2pp | 5.51%-5.3pp |
| Employer contribution / active EE | $731 | $1,183-38.2% | $4,012-81.8% | $2,098-65.2% |
| Participant deferral / active EE | $1,125 | $1,847-39.1% | $3,144-64.2% | $3,265-65.5% |
| Admin fee / account holder | $13 | $68-80.4% | $4,850-99.7% | $92-85.6% |