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| Provider | Service type | Compensation |
|---|---|---|
IPS RIA, LLC2+ years Service code 15 10000 NORTH CENTRAL EXPWY STE 1100 · DALLAS, TX 75210 | Recordkeeping | $37,103 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,050 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $96,971 | $56,640+71.2% | $78,002+24.3% | $55,167+75.8% |
| Participation rate | 95.3% | 73.3%+22.0pp | 75.5%+19.8pp | 69.0%+26.3pp |
| Annual return | 6.69% | 2868.48%-2861.8pp | 425.99%-419.3pp | 169.23%-162.5pp |
| Employer contribution / active EE | $0 | $1,724-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,921 | $2,778+41.2% | $3,497+12.1% | $3,054+28.4% |
| Admin fee / account holder | $281 | $467-39.9% | $5,481-94.9% | $504-44.3% |