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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,440 |
FCG ADVISORS LLC1+ years Filed as: FCG ADVISORS, LLC Service code 55 ONE MAIN STREET STE 202 · CHATHAM, NJ 07928 | Other Commissions | $15,615 |
MEGLIO & ASSOCIATES LLC1+ years Service code 10 60 ROSELAND AVE · CALDWELL, NJ 07006 | Accounting | $6,000 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,721 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $67,301 | $70,002-3.9% | $115,038-41.5% | $52,331+28.6% |
| Participation rate | 52.5% | 72.1%-19.6pp | 81.4%-28.8pp | 68.1%-15.6pp |
| Annual return | 3.26% | 4.04%-0.8pp | 26.14%-22.9pp | 4.54%-1.3pp |
| Employer contribution / active EE | $2,150 | $2,715-20.8% | $4,608-53.3% | $1,882+14.3% |
| Participant deferral / active EE | $4,122 | $4,920-16.2% | $6,026-31.6% | $3,022+36.4% |
| Admin fee / account holder | $328 | $566-42.0% | $8,175-96.0% | $592-44.5% |