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| Provider | Service type | Compensation |
|---|---|---|
CEDAR MOUNTAIN ADVISORS, LLC2 years Service code 27 1750 SW HARBOR WAY SUITE 340 · PORTLAND, OR 97201 | Advisory (Plan) | $8,137 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,308 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,064 | $58,888-65.9% | $178,498-88.8% | $73,493-72.7% |
| Participation rate | 31.4% | 66.2%-34.8pp | 81.9%-50.5pp | 70.7%-39.3pp |
| Annual return | 14.63% | 24.86%-10.2pp | 151.09%-136.5pp | 28.51%-13.9pp |
| Employer contribution / active EE | $349 | $2,236-84.4% | $5,011-93.0% | $2,270-84.6% |
| Participant deferral / active EE | $1,044 | $2,568-59.4% | $5,202-79.9% | $3,740-72.1% |
| Admin fee / account holder | $139 | $400-65.3% | $13,985-99.0% | $513-72.9% |