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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,566 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,214 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,660 |
Service code 16 17 COBBLESTONE CIRCLE · NORTH ANDOVER, MA 01845 | Consulting | $809 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $41,336 | $56,918-27.4% | $182,531-77.4% | $65,185-36.6% |
| Participation rate | 45.6% | 66.5%-20.9pp | 78.0%-32.4pp | 70.2%-24.6pp |
| Annual return | 21.37% | 27.67%-6.3pp | 148.57%-127.2pp | 29.38%-8.0pp |
| Employer contribution / active EE | $544 | $1,615-66.3% | $4,075-86.6% | $2,177-75.0% |
| Participant deferral / active EE | $1,694 | $3,526-52.0% | $5,525-69.3% | $3,514-51.8% |
| Admin fee / account holder | $378 | $531-28.9% | $8,593-95.6% | $847-55.4% |