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| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK6+ years Service code 99 922 WALNUT · KANSAS CITY, MO 64106 | Other Fees | $48,232 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,798 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,363 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,510 | $93,182+69.0% | $146,685+7.4% | $79,393+98.4% |
| Participation rate | 67.9% | 76.4%-8.5pp | 80.1%-12.2pp | 70.7%-2.8pp |
| Annual return | 11.65% | 21.61%-10.0pp | 22.75%-11.1pp | 116.87%-105.2pp |
| Employer contribution / active EE | $2,518 | $2,420+4.1% | $4,137-39.1% | $2,428+3.7% |
| Participant deferral / active EE | $4,038 | $4,169-3.1% | $5,507-26.7% | $4,046-0.2% |
| Admin fee / account holder | $780 | $585+33.2% | $10,281-92.4% | $627+24.4% |