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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,997 |
SECURITIES AMERICA INC3 years Filed as: SECURITIES AMERICA INC. Service code 27 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | Advisory (Plan) | $14,785 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,070 |
THE ANGELL PENSION GROUP, INC.7+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $7,596 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,558 | $59,584-5.1% | $86,615-34.7% | $79,391-28.8% |
| Participation rate | 41.7% | 67.7%-26.0pp | 71.6%-29.9pp | 70.7%-29.0pp |
| Annual return | 11.08% | 23.15%-12.1pp | 63.51%-52.4pp | 116.88%-105.8pp |
| Employer contribution / active EE | $0 | $1,768-100.0% | $2,496-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,588 | $3,036-47.7% | $3,699-57.1% | $4,046-60.8% |
| Admin fee / account holder | $417 | $604-31.0% | $5,830-92.9% | $627-33.5% |