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| Provider | Service type | Compensation |
|---|---|---|
DA DAVIDSON & CO2+ years Filed as: D.A. DAVIDSON Service code 22 208 N. BROADWAY · BILLINGS, MT 59101 | Insurance Broker | $23,585 |
ASPIRE FINANCIAL SERVICES2+ years Filed as: ASPIRE FINANICAL Service code 64 12596 W. BAYAUD AVE. SUITE 250 · LAKEWOOD, CO 802282035 | Recordkeeping Fees | $13,646 |
PROFESSIONAL BENEFIT SERVICES2+ years Service code 37 · EIN 93-0998477 1193 ROYVONNE SE, SUITE 22 · SALEM, OR 97302 | Loan Processing | $5,105 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY, Service code 60 · EIN 41-0451140 P.O. BOX 5050 · MINOT, ND 587025050 | Sub-TA Fees | $0 |
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 | $12,952 | $46,732-72.3% | $156,551-91.7% | $55,167-76.5% |
| Participation rate | 84.1% | 65.8%+18.3pp | 84.0%+0.1pp | 69.0%+15.1pp |
| Annual return | 5.36% | 17.72%-12.4pp | 32.23%-26.9pp | 169.23%-163.9pp |
| Employer contribution / active EE | $2,297 | $2,105+9.1% | $5,501-58.2% | $1,963+17.0% |
| Participant deferral / active EE | $1,369 | $2,204-37.9% | $4,871-71.9% | $3,054-55.2% |
| Admin fee / account holder | $105 | $418-74.9% | $13,028-99.2% | $504-79.2% |