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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,991 |
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY OUTSOURCING LLC Service code 99 2225 W WHISPERING WIND DR STE 200 · PHOENIX, AZ 85085 | Other Fees | $640 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $501 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $4,294 | $34,813-87.7% | $84,637-94.9% | $82,204-94.8% |
| Participation rate | 7.1% | 33.8%-26.7pp | 68.2%-61.1pp | 73.4%-66.3pp |
| Annual return | 0.00% | 44.87%-44.9pp | 258.82%-258.8pp | 26.31%-26.3pp |
| Employer contribution / active EE | $45 | $718-93.7% | $2,653-98.3% | $2,707-98.3% |
| Participant deferral / active EE | $91 | $1,334-93.2% | $3,900-97.7% | $4,246-97.9% |
| Admin fee / account holder | $23 | $107-78.5% | $4,914-99.5% | $76-69.7% |