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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,378 |
R-TECH CONSULTANTS, INC.3 years Filed as: R-TECH ADVISORS, INC. Service code 27 21331 COSTANSO STREET · WOODLAND HILLS, CA 91364 | Advisory (Plan) | $19,472 |
R-TECH CONSULTANTS, INC.3 years Service code 13 21331 COSTANSO STREET · WOODLAND HILLS, CA 91364 | Contract Administrator | $8,285 |
R-TECH CONSULTANTS, INC.2 years Filed as: R-TECH CONSULTATNS, INC. Service code 13 | Contract Administrator | $6,490 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,787 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,059 | $46,722+24.3% | $130,660-55.6% | $65,185-10.9% |
| Participation rate | 68.1% | 60.9%+7.1pp | 71.7%-3.7pp | 70.2%-2.1pp |
| Annual return | 25.77% | 24.17%+1.6pp | 1709.29%-1683.5pp | 29.38%-3.6pp |
| Employer contribution / active EE | $3,685 | $1,488+147.7% | $4,092-9.9% | $2,177+69.3% |
| Participant deferral / active EE | $7,647 | $2,545+200.4% | $3,603+112.2% | $3,514+117.6% |
| Admin fee / account holder | $417 | $453-7.8% | $5,463-92.4% | $847-50.7% |