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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,775 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA ADVISORS, INC. Service code 27 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | Advisory (Plan) | $6,617 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $14,139 | $47,977-70.5% | $154,111-90.8% | $56,287-74.9% |
| Participation rate | 34.1% | 66.2%-32.0pp | 83.0%-48.9pp | 69.9%-35.7pp |
| Annual return | -8.76% | 3.54%-12.3pp | 735.18%-743.9pp | -9.96%+1.2pp |
| Employer contribution / active EE | $309 | $2,169-85.8% | $5,298-94.2% | $2,111-85.4% |
| Participant deferral / active EE | $907 | $2,392-62.1% | $5,081-82.1% | $3,350-72.9% |
| Admin fee / account holder | $130 | $438-70.4% | $13,411-99.0% | $521-75.1% |