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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 | $38,187 |
LPL FINANCIAL5 years Filed as: NEXT FINANCIAL GROUP INC Service code 55 2500 WILCREST DR 620 · HOUSTON, TX 77042 | Other Commissions | $28,504 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $6,520 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,296 |
THE WAGNER LAW GROUP1 year Service code 29 99 SUMMER ST 13TH FLOOR · BOSTON, MA 02110 | Legal | $2,500 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,072 | $66,813+6.4% | $100,528-29.3% | $73,493-3.3% |
| Participation rate | 79.5% | 77.5%+2.0pp | 79.4%+0.1pp | 70.7%+8.8pp |
| Annual return | 13.96% | 25.70%-11.7pp | 30.90%-16.9pp | 28.51%-14.6pp |
| Employer contribution / active EE | $2,676 | $2,147+24.6% | $3,419-21.7% | $2,270+17.9% |
| Participant deferral / active EE | $11,459 | $5,883+94.8% | $6,271+82.7% | $3,740+206.4% |
| Admin fee / account holder | $235 | $512-54.1% | $8,084-97.1% | $513-54.2% |