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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,607 |
FREEGULLIVER, LLC3 years Filed as: FREEGULLIVER Service code 27 509 OCTAVIA ST · NEW ORLEANS, LA 70115 | Advisory (Plan) | $9,595 |
FIDUCIARY CONSULTING GROUP2 years Filed as: FIDUCIARY CONSULTING GROUP INC Service code 25 1832 WARD DR STE 101 PO BOX 11408 · MURFEESBORO, TN 37129 | Directed Trustee | $5,379 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $26 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,090 | $49,177-36.8% | $79,466-60.9% | $64,173-51.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -53.19% | -1.16%-52.0pp | 718.28%-771.5pp | 7.63%-60.8pp |
| Employer contribution / active EE | $1,400 | $2,076-32.6% | $2,800-50.0% | $2,381-41.2% |
| Participant deferral / active EE | $6,665 | $2,821+136.2% | $3,704+79.9% | $3,470+92.1% |
| Admin fee / account holder | $502 | $3,839-86.9% | $5,104-90.2% | $4,887-89.7% |