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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $24,991 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,763 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,657 |
Employer 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,762 | $104,336-80.1% | $159,474-87.0% | $86,821-76.1% |
| Participation rate | 89.3% | 77.7%+11.6pp | 82.8%+6.5pp | 72.3%+17.0pp |
| Annual return | 32.01% | 26.32%+5.7pp | 263.68%-231.7pp | 97.94%-65.9pp |
| Employer contribution / active EE | $14 | $3,451-99.6% | $4,831-99.7% | $2,406-99.4% |
| Participant deferral / active EE | $6,740 | $6,837-1.4% | $7,353-8.3% | $4,132+63.1% |
| Admin fee / account holder | $140 | $172-18.7% | $10,802-98.7% | $170-17.4% |