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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,724 |
TRIBECA FINANCIAL LLC1 year Service code 27 1635 N GREENFIELD RD STE 115 · MESA, AZ 85205 | Advisory (Plan) | $4,607 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,246 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,918 | $86,341-52.6% | $125,192-67.3% | $65,185-37.2% |
| Participation rate | 38.1% | 75.3%-37.3pp | 79.8%-41.7pp | 70.2%-32.1pp |
| Annual return | 21.67% | 27.44%-5.8pp | 43.79%-22.1pp | 29.38%-7.7pp |
| Employer contribution / active EE | $716 | $2,040-64.9% | $3,866-81.5% | $2,177-67.1% |
| Participant deferral / active EE | $1,580 | $3,538-55.3% | $4,937-68.0% | $3,514-55.0% |
| Admin fee / account holder | $238 | $609-60.9% | $9,704-97.5% | $847-71.9% |