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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,438 |
Service code 55 800 SHADES CREEK PKWY STE 575 · BIRMINGHAM, AL 35209 | Other Commissions | $4,275 |
STIFEL NICOLAUS & CO INC1 year Service code 55 501 N BROADWAY · ST LOUIS, MO 63102 | Other Commissions | $889 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,710 | $51,466-53.9% | $78,778-69.9% | $62,293-61.9% |
| Participation rate | 38.0% | 59.8%-21.8pp | 69.2%-31.2pp | 69.5%-31.5pp |
| Annual return | 11.13% | 19.96%-8.8pp | 35.62%-24.5pp | 28.90%-17.8pp |
| Employer contribution / active EE | $381 | $827-54.0% | $1,986-80.8% | $2,042-81.3% |
| Participant deferral / active EE | $753 | $2,147-64.9% | $2,958-74.5% | $3,169-76.2% |
| Admin fee / account holder | $197 | $489-59.8% | $5,134-96.2% | $479-59.0% |