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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $63,243 |
APW CAPITAL INC4 years Service code 55 100 ENTERPRISE DR STE 504 · ROCKAWAY, NJ 07866 | Other Commissions | $43,880 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,100 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,187 | $104,479+4.5% | $159,474-31.5% | $79,391+37.5% |
| Participation rate | 72.2% | 76.6%-4.4pp | 82.8%-10.6pp | 70.7%+1.5pp |
| Annual return | 16.09% | 67.98%-51.9pp | 263.68%-247.6pp | 116.88%-100.8pp |
| Employer contribution / active EE | $650 | $3,417-81.0% | $4,831-86.5% | $2,428-73.2% |
| Participant deferral / active EE | $8,763 | $6,468+35.5% | $7,353+19.2% | $4,046+116.6% |
| Admin fee / account holder | $403 | $711-43.3% | $10,802-96.3% | $627-35.7% |