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| Provider | Service type | Compensation |
|---|---|---|
MIKE UYLAKI1 year Filed as: MIKE GERALI Service code 27 355 S TELLER STREET · LAKEWOOD, CO 80226 | Advisory (Plan) | $16,891 |
EPLAN ADVISORS, LLC3 years Service code 17 · EIN 36-1543746 | Pension Consulting | $8,937 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $32 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,387 | $65,395-27.5% | $182,540-74.0% | $72,975-35.1% |
| Participation rate | 41.6% | 65.4%-23.9pp | 78.0%-36.4pp | 69.5%-27.9pp |
| Annual return | -22.77% | 27.68%-50.4pp | 148.58%-171.3pp | 81.01%-103.8pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,189 | $3,563-38.6% | $5,525-60.4% | $3,608-39.3% |
| Admin fee / account holder | $736 | $4,245-82.7% | $8,593-91.4% | $5,124-85.6% |