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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,904 |
PREMIER PLAN CONSULTANTS3 years Filed as: PREMIER PLAN CONSULTANTS INC Service code 13 6215 FERRIS SQ STE 250 · SAN DIEGO, CA 92121 | Contract Administrator | $600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,878 | $49,138+1.5% | $84,021-40.6% | $65,185-23.5% |
| Participation rate | 37.4% | 60.7%-23.4pp | 69.0%-31.6pp | 70.2%-32.8pp |
| Annual return | 28.20% | 23.00%+5.2pp | 71.32%-43.1pp | 29.38%-1.2pp |
| Employer contribution / active EE | $1,447 | $914+58.4% | $1,984-27.1% | $2,177-33.5% |
| Participant deferral / active EE | $2,672 | $2,397+11.5% | $3,239-17.5% | $3,514-24.0% |
| Admin fee / account holder | $136 | $543-75.0% | $6,102-97.8% | $847-84.0% |