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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $21,042 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,948 |
JAMES A. REICHERT2 years Filed as: JAMES MOYNA, CPA Service code 10 872 S MILWAUKEE AVE · LIBERTYVILLE, IL 60048 | Accounting | $11,000 |
MARQUIS PENSION, LLC3+ years Filed as: MARQUIS PENSION LLC Service code 13 PO BOX 293 · SOUTHBURY, CT 06488 | Contract Administrator | $4,208 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,906 | $50,902-49.1% | $155,534-83.3% | $77,736-66.7% |
| Participation rate | 18.4% | 63.1%-44.7pp | 78.2%-59.9pp | 70.6%-52.2pp |
| Annual return | 24.45% | 34.85%-10.4pp | 64.92%-40.5pp | 31.26%-6.8pp |
| Employer contribution / active EE | $110 | $1,991-94.5% | $4,675-97.7% | $2,728-96.0% |
| Participant deferral / active EE | $505 | $2,824-82.1% | $5,630-91.0% | $4,651-89.1% |
| Admin fee / account holder | $252 | $437-42.2% | $15,900-98.4% | $433-41.7% |