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| Provider | Service type | Compensation |
|---|---|---|
DA DAVIDSON & CO3+ years Filed as: D.A. DAVIDSON Service code 22 208 N. BROADWAY · BILLINGS, MT 59101 | Insurance Broker | $28,167 |
ASPIRE FINANCIAL SERVICES3+ years Filed as: ASPIRE FINANICAL Service code 64 12596 W. BAYAUD AVE. SUITE 250 · LAKEWOOD, CO 802282035 | Recordkeeping Fees | $14,314 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 60 | Sub-TA Fees | $12,064 |
PROFESSIONAL BENEFIT SERVICES3+ years Service code 37 · EIN 93-0998477 1193 ROYVONNE SE, SUITE 22 · SALEM, OR 97302 | Loan Processing | $4,755 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY, Service code 60 · EIN 41-0451140 P.O. BOX 5050 · MINOT, ND 587025050 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,164 | $55,453-76.3% | $170,435-92.3% | $62,293-78.9% |
| Participation rate | 78.9% | 66.4%+12.6pp | 83.6%-4.7pp | 69.5%+9.4pp |
| Annual return | 8.39% | 21.38%-13.0pp | 205.94%-197.5pp | 28.90%-20.5pp |
| Employer contribution / active EE | $2,281 | $2,164+5.4% | $5,432-58.0% | $2,042+11.7% |
| Participant deferral / active EE | $1,352 | $2,303-41.3% | $4,939-72.6% | $3,169-57.4% |
| Admin fee / account holder | $92 | $455-79.7% | $13,881-99.3% | $479-80.7% |