Filed January 23, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $286,711 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $201,698 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 6300 S SYRACUSE WAY · CONTENNIAL, CO 80111 | Consulting | $60,761 |
SIKICH LLP3 years Service code 10 · EIN 36-3168081 13400 BISHOP'S LANE STE 300 · BROOKFIELD, WI 53005 | Accounting | $21,904 |
ICEMILLER1 year Service code 29 200 W MADISON STREET · CHICAGO, IL 60606 | Legal | $8,550 |
QDRO CONSULTANTS COMPANY, LLC4+ years Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $900 |
Participant 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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,145 | $153,507-45.2% | $106,554-21.0% | $101,555-17.1% |
| Participation rate | 88.5% | 86.3%+2.2pp | 76.1%+12.3pp | 74.5%+13.9pp |
| Annual return | 21.31% | 15.11%+6.2pp | 26.80%-5.5pp | 21.00%+0.3pp |
| Employer contribution / active EE | $2,263 | $4,668-51.5% | $2,819-19.7% | $2,972-23.8% |
| Participant deferral / active EE | $3,048 | $7,264-58.0% | $4,398-30.7% | $4,874-37.5% |
| Admin fee / account holder | $92 | $74+25.6% | $7,408-98.8% | $139-33.7% |