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| Provider | Service type | Compensation |
|---|---|---|
SUNWEST PENSIONS1 year Service code 13 · EIN 86-0922116 PO BOX 7850 · TEMPE, AZ 852810850 | Contract Administrator | $900 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $102 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $12,485 | $53,925-76.8% | $75,501-83.5% | $69,631-82.1% |
| Participation rate | 61.3% | 71.2%-9.9pp | 72.4%-11.0pp | 70.7%-9.4pp |
| Annual return | 25.01% | 17.84%+7.2pp | 27.35%-2.3pp | 27571.02%-27546.0pp |
| Employer contribution / active EE | $1,170 | $1,802-35.1% | $2,352-50.3% | $2,032-42.4% |
| Participant deferral / active EE | $1,851 | $2,569-28.0% | $3,142-41.1% | $3,224-42.6% |
| Admin fee / account holder | $16 | $97-83.6% | $5,801-99.7% | $110-85.6% |