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| Provider | Service type | Compensation |
|---|---|---|
EMJAY CORPORATION2+ years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $611 |
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.
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 | $37,521 | $52,884-29.1% | $84,753-55.7% | $55,167-32.0% |
| Participation rate | 38.9% | 67.5%-28.6pp | 76.6%-37.7pp | 69.0%-30.1pp |
| Annual return | 5.67% | 18.03%-12.4pp | 22.78%-17.1pp | 169.23%-163.6pp |
| Employer contribution / active EE | $162 | $2,233-92.7% | $3,574-95.5% | $1,963-91.7% |
| Participant deferral / active EE | $1,996 | $2,644-24.5% | $3,712-46.2% | $3,054-34.6% |
| Admin fee / account holder | $8 | $581-98.6% | $5,333-99.8% | $504-98.4% |