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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 5707 SW PKWY BLDG 2, STE. 400 · AUSTIN, TX 78735 | Other Commissions | $6,257 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 55 10 EXCHANGE PLACE, STE. 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $6,257 |
QUALIFIED PLANS, LLC5 years Filed as: QUALIFIED SERVICES, INC. DBA Service code 13 HICKS PENSION SERVICES · SAN LUIS OBISPO, CA 93405 | Contract Administrator | $3,700 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $545 |
Service code 64 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $53,755 | $59,220-9.2% | $96,570-44.3% | $79,391-32.3% |
| Participation rate | 59.6% | 61.9%-2.3pp | 69.8%-10.3pp | 70.7%-11.2pp |
| Annual return | 12.65% | 27.08%-14.4pp | 37.79%-25.1pp | 116.88%-104.2pp |
| Employer contribution / active EE | $590 | $1,216-51.5% | $2,357-75.0% | $2,428-75.7% |
| Participant deferral / active EE | $4,935 | $2,948+67.4% | $3,849+28.2% | $4,046+22.0% |
| Admin fee / account holder | $56 | $659-91.5% | $6,182-99.1% | $627-91.1% |