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| Provider | Service type | Compensation |
|---|---|---|
DAVID ROMANO1 year Filed as: DAVID A SIMON Service code 27 SRS CAPITAL ADVISORS · DENVER, CO 80202 | Advisory (Plan) | $7,920 |
EPLAN ADVISORS, LLC2+ years Filed as: EPLAN ADVISORS LLC Service code 17 · EIN 84-1543749 | Pension Consulting | $5,684 |
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.
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 | $25,239 | $52,884-52.3% | $84,753-70.2% | $55,167-54.2% |
| Participation rate | 37.8% | 67.5%-29.7pp | 76.6%-38.8pp | 69.0%-31.2pp |
| Annual return | 5.84% | 18.03%-12.2pp | 22.78%-16.9pp | 169.23%-163.4pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $825 | $2,644-68.8% | $3,712-77.8% | $3,054-73.0% |
| Admin fee / account holder | $221 | $581-62.0% | $5,333-95.9% | $504-56.2% |