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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,676 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $29,894 |
Service code 99 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Other Fees | $7,049 |
Service code 55 880 CARILON PARKWAY · TRAILS, FL 33716 | Other Commissions | $5,065 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,321 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $96,282 | $93,182+3.3% | $146,647-34.3% | $79,389+21.3% |
| Participation rate | 90.8% | 76.4%+14.4pp | 80.1%+10.8pp | 70.7%+20.1pp |
| Annual return | 15.66% | 21.61%-5.9pp | 22.75%-7.1pp | 116.89%-101.2pp |
| Employer contribution / active EE | $2,167 | $2,420-10.4% | $4,137-47.6% | $2,428-10.7% |
| Participant deferral / active EE | $4,391 | $4,169+5.3% | $5,506-20.3% | $4,046+8.5% |
| Admin fee / account holder | $431 | $585-26.4% | $10,281-95.8% | $626-31.2% |