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| Provider | Service type | Compensation |
|---|---|---|
BBVA SECURITIES INC1+ years Service code 55 1345 AVE OF THE AMERICAS 45TH FL · NEW YORK, NY 10105 | Other Commissions | $3,150 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $601 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
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 | $17,084 | $57,108-70.1% | $94,229-81.9% | $52,331-67.4% |
| Participation rate | 50.6% | 72.9%-22.3pp | 78.8%-28.2pp | 68.1%-17.5pp |
| Annual return | -3.96% | 1.47%-5.4pp | 10.68%-14.6pp | 4.54%-8.5pp |
| Employer contribution / active EE | $1,210 | $1,735-30.3% | $3,587-66.3% | $1,882-35.7% |
| Participant deferral / active EE | $2,379 | $3,040-21.7% | $4,320-44.9% | $3,022-21.3% |
| Admin fee / account holder | $7 | $546-98.8% | $6,269-99.9% | $592-98.9% |