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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $32,154 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,502 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,140 |
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 | $108,709 | $73,638+47.6% | $95,960+13.3% | $73,493+47.9% |
| Participation rate | 60.4% | 76.2%-15.7pp | 77.1%-16.7pp | 70.7%-10.3pp |
| Annual return | 9.21% | 16.78%-7.6pp | 91.63%-82.4pp | 28.51%-19.3pp |
| Employer contribution / active EE | $388 | $1,863-79.2% | $2,541-84.7% | $2,270-82.9% |
| Participant deferral / active EE | $3,311 | $3,617-8.5% | $4,167-20.5% | $3,740-11.5% |
| Admin fee / account holder | $390 | $482-19.0% | $6,797-94.3% | $513-23.9% |