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| Provider | Service type | Compensation |
|---|---|---|
IPS RIA, LLC3+ years Service code 27 10000 NORTH CENTRAL EXPWY STE 1100 · DALLAS, TX 75210 | Advisory (Plan) | $35,823 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $4,362 |
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 | $83,286 | $63,314+31.5% | $91,004-8.5% | $62,293+33.7% |
| Participation rate | 97.0% | 73.3%+23.7pp | 75.6%+21.4pp | 69.5%+27.5pp |
| Annual return | 15.17% | 21.00%-5.8pp | 4.60%+10.6pp | 28.90%-13.7pp |
| Employer contribution / active EE | $541 | $1,807-70.1% | $2,456-78.0% | $2,042-73.5% |
| Participant deferral / active EE | $3,577 | $2,944+21.5% | $3,548+0.8% | $3,169+12.9% |
| Admin fee / account holder | $224 | $468-52.0% | $5,417-95.9% | $479-53.2% |