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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SFG RETIREMENT PLAN CONSULTING LLC Service code 27 225 S LAKE AVE STE 600 · PASADENA, CA 91101 | Advisory (Plan) | $40,105 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,638 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,675 |
KOBO WEALTH CONSERVANCY2 years Filed as: KOBO WEALTH CONSERVANCY LLC Service code 27 119 MERCHANT ST STE 610 · HONOLULU, HI 96813 | Advisory (Plan) | $1,032 |
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.
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 | $78,122 | $63,114+23.8% | $92,915-15.9% | $65,186+19.8% |
| Participation rate | 58.5% | 68.8%-10.3pp | 76.0%-17.5pp | 70.2%-11.7pp |
| Annual return | 23.58% | 28.75%-5.2pp | 109.45%-85.9pp | 29.39%-5.8pp |
| Employer contribution / active EE | $0 | $2,571-100.0% | $3,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $6,863 | $3,108+120.8% | $4,238+61.9% | $3,514+95.3% |
| Admin fee / account holder | $249 | $624-60.1% | $5,796-95.7% | $847-70.6% |