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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 | $21,094 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,050 |
BLUM SHAPIRO1 year Filed as: BLUM SHAPIRO & COMPANY PC Service code 10 PO BOX 272000 · WEST HARTFORD, CT 061272000 | Accounting | $15,250 |
THE ANGELL PENSION GROUP, INC.5+ years Service code 13 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $5,255 |
JANNEY MONTGOMERY SCOTT LLC5+ years Service code 27 1717 ARCH ST 18TH FL · PHILADELPHIA, PA 19103 | Advisory (Plan) | $3,000 |
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 | $35,082 | $70,917-50.5% | $98,920-64.5% | $73,497-52.3% |
| Participation rate | 100.0% | 73.8%+26.2pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 4.53% | 34.18%-29.6pp | 196.47%-191.9pp | 28.51%-24.0pp |
| Employer contribution / active EE | $865 | $2,037-57.5% | $2,689-67.8% | $2,270-61.9% |
| Participant deferral / active EE | $2,132 | $3,501-39.1% | $4,245-49.8% | $3,740-43.0% |
| Admin fee / account holder | $499 | $535-6.8% | $6,643-92.5% | $513-2.8% |