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| Provider | Service type | Compensation |
|---|---|---|
DA DAVIDSON & CO4+ years Filed as: D.A. DAVIDSON Service code 22 208 N. BROADWAY · BILLINGS, MT 59101 | Insurance Broker | $37,521 |
ASPIRE FINANCIAL SERVICES4+ years Filed as: ASPIRE FINANICAL Service code 64 12596 W. BAYAUD AVE. SUITE 250 · LAKEWOOD, CO 802282035 | Recordkeeping Fees | $11,894 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 60 | Sub-TA Fees | $10,813 |
PROFESSIONAL BENEFIT SERVICES4+ years Service code 37 · EIN 93-0998477 1193 ROYVONNE SE, SUITE 22 · SALEM, OR 97302 | Loan Processing | $871 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY, Service code 60 · EIN 41-0451140 P.O. BOX 5050 · MINOT, ND 587025050 | Sub-TA Fees | $0 |
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 | $10,823 | $47,977-77.4% | $154,108-93.0% | $56,289-80.8% |
| Participation rate | 75.7% | 66.2%+9.5pp | 83.0%-7.4pp | 69.9%+5.8pp |
| Annual return | -1.01% | 3.54%-4.5pp | 735.21%-736.2pp | -9.96%+9.0pp |
| Employer contribution / active EE | $2,205 | $2,169+1.7% | $5,298-58.4% | $2,111+4.4% |
| Participant deferral / active EE | $1,186 | $2,392-50.4% | $5,081-76.7% | $3,350-64.6% |
| Admin fee / account holder | $109 | $438-75.2% | $13,411-99.2% | $521-79.1% |