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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC4 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $11,301 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $545 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,674 | $79,428-80.3% | $106,548-85.3% | $79,386-80.3% |
| Participation rate | 69.2% | 74.1%-5.0pp | 76.1%-7.0pp | 70.7%-1.5pp |
| Annual return | 13.93% | 18.27%-4.3pp | 26.80%-12.9pp | 116.85%-102.9pp |
| Employer contribution / active EE | $208 | $2,234-90.7% | $2,819-92.6% | $2,427-91.4% |
| Participant deferral / active EE | $2,455 | $3,823-35.8% | $4,398-44.2% | $4,046-39.3% |
| Admin fee / account holder | $68 | $523-87.0% | $7,407-99.1% | $626-89.1% |