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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,848 |
Filed as: RAYMOND JAMES FINANCIAL Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $4,880 |
Service code 13 8523 SOUTH REDWOOD ROAD · WEST JORDAN, UT 84088 | Contract Administrator | $375 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,837 | $58,726-54.3% | $92,240-70.9% | $62,293-56.9% |
| Participation rate | 79.1% | 68.3%+10.7pp | 76.5%+2.6pp | 69.5%+9.5pp |
| Annual return | 17.82% | 43.62%-25.8pp | 176.29%-158.5pp | 28.90%-11.1pp |
| Employer contribution / active EE | $204 | $2,392-91.5% | $3,680-94.5% | $2,042-90.0% |
| Participant deferral / active EE | $2,040 | $2,766-26.2% | $3,897-47.6% | $3,169-35.6% |
| Admin fee / account holder | $47 | $556-91.5% | $5,194-99.1% | $479-90.1% |