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| Provider | Service type | Compensation |
|---|---|---|
DA DAVIDSON & CO1+ years Filed as: D.A. DAVIDSON Service code 22 208 N. BROADWAY · BILLINGS, MT 59101 | Insurance Broker | $21,953 |
ASPIRE FINANCIAL SERVICES1+ years Filed as: ASPIRE FINANICAL Service code 64 12596 W. BAYAUD AVE. SUITE 250 · LAKEWOOD, CO 802282035 | Recordkeeping Fees | $12,697 |
PROFESSIONAL BENEFIT SERVICES1+ years Service code 37 · EIN 93-0998477 1193 ROYVONNE SE, SUITE 22 · SALEM, OR 97302 | Loan Processing | $8,923 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY, Service code 60 · EIN 41-0451140 P.O. BOX 5050 · MINOT, ND 587025050 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,879 | $46,360-67.9% | $147,617-89.9% | $52,331-71.6% |
| Participation rate | 55.0% | 64.9%-10.0pp | 84.6%-29.6pp | 68.1%-13.1pp |
| Annual return | 0.61% | 1.62%-1.0pp | 61.98%-61.4pp | 4.54%-3.9pp |
| Employer contribution / active EE | $1,920 | $2,126-9.7% | $5,564-65.5% | $1,882+2.0% |
| Participant deferral / active EE | $1,121 | $2,258-50.3% | $4,895-77.1% | $3,022-62.9% |
| Admin fee / account holder | $126 | $766-83.5% | $11,612-98.9% | $592-78.6% |