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| Provider | Service type | Compensation |
|---|---|---|
THE 401K SOURCE INC2 years Service code 27 1649 N SHORLINE DR STE 102 · BOISE, ID 83702 | Advisory (Plan) | $7,267 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,291 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $726 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,923 | $65,034-63.2% | $90,970-73.7% | $79,856-70.0% |
| Participation rate | 75.9% | 61.6%+14.3pp | 69.0%+6.9pp | 69.6%+6.3pp |
| Annual return | 15.27% | 30.45%-15.2pp | 134.60%-119.3pp | 31.71%-16.4pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,776 | $2,512-29.3% | $3,373-47.3% | $3,741-52.5% |
| Admin fee / account holder | $171 | $4,536-96.2% | $5,961-97.1% | $5,306-96.8% |