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| Provider | Service type | Compensation |
|---|---|---|
EMJAY CORPORATION1+ years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $280 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $34,788 | $50,464-31.1% | $75,784-54.1% | $52,331-33.5% |
| Participation rate | 44.5% | 66.8%-22.2pp | 75.8%-31.3pp | 68.1%-23.6pp |
| Annual return | 0.09% | 1.03%-0.9pp | 9.68%-9.6pp | 4.54%-4.5pp |
| Employer contribution / active EE | $177 | $1,988-91.1% | $3,323-94.7% | $1,882-90.6% |
| Participant deferral / active EE | $2,125 | $2,570-17.3% | $3,652-41.8% | $3,022-29.7% |
| Admin fee / account holder | $4 | $1,103-99.6% | $5,300-99.9% | $592-99.2% |