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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $118,197 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,559 |
KNAV P.A.1 year Filed as: KNAV PA Service code 10 990 HAMMOND DR STE 850 · ATLANTA, GA 30328 | Accounting | $24,189 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN PENSION LLC Service code 13 186 SHERMAN AVE STE 2 · BERKELEY HEIGHTS, NJ 07922 | Contract Administrator | $10,906 |
FICKE & ASSOCIATES INC1 year Service code 99 271 US HWY 46 STE A201 · FAIRFIELD, NJ 07004 | Other Fees | $342 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,402 | $46,219-73.2% | $89,414-86.1% | $90,274-86.3% |
| Participation rate | 62.8% | 44.9%+17.9pp | 68.0%-5.2pp | 73.4%-10.6pp |
| Annual return | 18.54% | 25.71%-7.2pp | 245.50%-227.0pp | 53.97%-35.4pp |
| Employer contribution / active EE | $0 | $953-100.0% | $2,586-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $3,749 | $2,136+75.5% | $3,890-3.6% | $4,231-11.4% |
| Admin fee / account holder | $41 | $147-71.9% | $4,883-99.2% | $114-63.8% |