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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,272 |
Filed as: TROUG-RYDING COMPANY, INC. Service code 13 2659 TOWNSGATE RD, STE 101 · WESTLAKE VILLAGE, CA 91631 | Contract Administrator | $1,000 |
Filed as: ADVISED ASSET GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $697 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $93 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $16,731 | $54,573-69.3% | $90,970-81.6% | $73,493-77.2% |
| Participation rate | 39.7% | 61.2%-21.4pp | 69.0%-29.3pp | 70.7%-31.0pp |
| Annual return | 35.53% | 16.69%+18.8pp | 134.58%-99.1pp | 28.51%+7.0pp |
| Employer contribution / active EE | $1,388 | $991+40.0% | $2,122-34.6% | $2,270-38.9% |
| Participant deferral / active EE | $2,265 | $2,517-10.0% | $3,373-32.8% | $3,740-39.4% |
| Admin fee / account holder | $67 | $521-87.2% | $5,960-98.9% | $513-87.0% |