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| Provider | Service type | Compensation |
|---|---|---|
EMJAY CORPORATION3+ years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $160 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $42,485 | $58,726-27.7% | $92,240-53.9% | $62,293-31.8% |
| Participation rate | 41.9% | 68.3%-26.5pp | 76.5%-34.6pp | 69.5%-27.6pp |
| Annual return | 16.02% | 43.62%-27.6pp | 176.29%-160.3pp | 28.90%-12.9pp |
| Employer contribution / active EE | $160 | $2,392-93.3% | $3,680-95.6% | $2,042-92.2% |
| Participant deferral / active EE | $2,001 | $2,766-27.6% | $3,897-48.6% | $3,169-36.8% |
| Admin fee / account holder | $2 | $556-99.6% | $5,194-100.0% | $479-99.6% |