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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,646 |
GOODWIN CAPITAL ADVISORS1+ years Filed as: GOODWIN COMMUNITY HEALTH Service code 27 311 ROUTE 108 · SOMERSWORTH, NH 03878 | Advisory (Plan) | $6,000 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,716 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $25,138 | $46,360-45.8% | $147,617-83.0% | $52,331-52.0% |
| Participation rate | 51.2% | 64.9%-13.7pp | 84.6%-33.4pp | 68.1%-16.9pp |
| Annual return | -0.05% | 1.62%-1.7pp | 61.98%-62.0pp | 4.54%-4.6pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,523 | $2,258-32.5% | $4,895-68.9% | $3,022-49.6% |
| Admin fee / account holder | $351 | $766-54.1% | $11,612-97.0% | $592-40.6% |