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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $39,201 |
DONELAN'S SUPERMARKET5+ years Service code 99 PO BOX 98 · LITTLETON, MA 01460 | Other Fees | $15,000 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $4,438 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $3,912 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,469 |
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.)
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 | $66,069 | $49,138+34.5% | $84,021-21.4% | $65,185+1.4% |
| Participation rate | 64.2% | 60.7%+3.4pp | 69.0%-4.8pp | 70.2%-6.0pp |
| Annual return | 17.25% | 23.00%-5.8pp | 71.32%-54.1pp | 29.38%-12.1pp |
| Employer contribution / active EE | $16 | $914-98.2% | $1,984-99.2% | $2,177-99.3% |
| Participant deferral / active EE | $1,678 | $2,397-30.0% | $3,239-48.2% | $3,514-52.3% |
| Admin fee / account holder | $376 | $543-30.9% | $6,102-93.8% | $847-55.7% |