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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $145,306 |
EJREYNOLDS, INC.4+ years Service code 13 · EIN 59-2265857 9050 PINES BLVD. · PEMBROKE PINES, FL 33024 | Contract Administrator | $70,960 |
Filed as: ADVISED ASSET GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,920 |
HURRICANCE GRAPHICS, INC,1 year Service code 99 3331 NW 168TH STREET · MIAMI GARDENS, FL 33056 | Other Fees | $632 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,952 | $56,095-48.4% | $178,490-83.8% | $90,288-67.9% |
| Participation rate | 93.1% | 65.6%+27.5pp | 81.9%+11.2pp | 73.4%+19.7pp |
| Annual return | 11.96% | 28.81%-16.8pp | 151.07%-139.1pp | 53.97%-42.0pp |
| Employer contribution / active EE | $393 | $1,572-75.0% | $5,011-92.2% | $2,524-84.4% |
| Participant deferral / active EE | $3,576 | $2,669+34.0% | $5,202-31.3% | $4,232-15.5% |
| Admin fee / account holder | $101 | $101+0.5% | $13,984-99.3% | $114-11.4% |