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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 11911 KINGSTON PIKE · KNOXVILLE, TN 37934 | Contract Administrator | $3,348 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,464 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $18,613 | $65,376-71.5% | $87,104-78.6% | $65,185-71.4% |
| Participation rate | 40.8% | 75.3%-34.6pp | 76.9%-36.1pp | 70.2%-29.4pp |
| Annual return | 18.31% | 31.27%-13.0pp | 28.19%-9.9pp | 29.38%-11.1pp |
| Employer contribution / active EE | $531 | $1,822-70.9% | $2,521-78.9% | $2,177-75.6% |
| Participant deferral / active EE | $895 | $3,388-73.6% | $4,048-77.9% | $3,514-74.5% |
| Admin fee / account holder | $29 | $520-94.5% | $7,491-99.6% | $847-96.6% |