| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $492,351 |
HYAS GROUP, LLC3+ years Service code 27 108 NW 9TH AVENUE, SUITE 203 · PORTLAND, OR 97209 | Advisory (Plan) | $59,884 |
MOSS ADAMS LLP2 years Service code 10 PO BOX 748369 · LOS ANGELES, CA 900748369 | Accounting | $43,900 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $21,913 |
QDRO CONSULTANTS COMPANY, LLC3+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $3,300 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $107,037 | $100,589+6.4% | $136,298-21.5% | $177,276-39.6% |
| Participation rate | 94.2% | 77.4%+16.7pp | 81.9%+12.2pp | 74.8%+19.3pp |
| Annual return | 28.50% | 39.18%-10.7pp | 5156.27%-5127.8pp | 21.25%+7.2pp |
| Employer contribution / active EE | $4,051 | $3,259+24.3% | $4,696-13.7% | $2,479+63.4% |
| Participant deferral / active EE | $12,347 | $5,830+111.8% | $6,247+97.6% | $3,881+218.2% |
| Admin fee / account holder | $59 | $55+7.2% | $9,244-99.4% | $154-61.9% |