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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,952 |
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $14,683 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,736 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $1,526 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.)
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 | $60,592 | $136,307-55.5% | $177,840-65.9% | $73,493-17.6% |
| Participation rate | 45.1% | 86.1%-41.0pp | 87.7%-42.6pp | 70.7%-25.6pp |
| Annual return | 13.99% | 18.68%-4.7pp | 48.32%-34.3pp | 28.51%-14.5pp |
| Employer contribution / active EE | $1,078 | $3,712-71.0% | $5,919-81.8% | $2,270-52.5% |
| Participant deferral / active EE | $3,276 | $5,829-43.8% | $7,714-57.5% | $3,740-12.4% |
| Admin fee / account holder | $389 | $596-34.6% | $12,431-96.9% | $513-24.1% |