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| Provider | Service type | Compensation |
|---|---|---|
SRS CAPITAL ADVISORS3 years Filed as: SRS CAPITAL ADVISORS, INC. Service code 27 730 17TH ST, STE 107 · DENVER, CO 80202 | Advisory (Plan) | $229,719 |
D. F. DENT & COMPANY, INC.10+ years Service code 27 · EIN 52-1045317 | Advisory (Plan) | $143,480 |
CONRAD SIEGEL3 years Filed as: CONRAD SIEGEL INC Service code 13 501 CORPORATE CIRCLE P.O. BOX 5900 · HARRISBURG, PA 171100900 | Contract Administrator | $81,200 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 27 · EIN 94-1737782 | Advisory (Plan) | $37,050 |
RKL LLP5 years Filed as: RKL Service code 10 · EIN 23-2108173 | Accounting | $10,140 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,058 |
LOMBARD SECURITIES INC1 year Service code 27 1820 LANCASTER ST, 2ND FL · BALTIMORE, MD 21231 | Advisory (Plan) | $9,188 |
AMERICAN REALTY ADVISORS6 years Filed as: AMERICAN BEACON ADVISORS INC Service code 28 · EIN 75-2401150 | Investment Management | $0 |
AMERICAN CENTURY5 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 44-6006315 | Investment Management | $0 |
Service code 28 ONE BUCKHEAD PLAZA 3060 PEACHTREERD · ATLANTA, GA 30305 | Investment Management | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,081 | $54,213+199.0% | $93,696+73.0% | $77,736+108.5% |
| Participation rate | 89.5% | 64.0%+25.6pp | 68.7%+20.8pp | 70.6%+18.9pp |
| Annual return | 8.22% | 30.55%-22.3pp | 133.74%-125.5pp | 31.26%-23.0pp |
| Employer contribution / active EE | $12,062 | $1,168+932.5% | $2,422+398.0% | $2,728+342.2% |
| Participant deferral / active EE | $1,227 | $3,145-61.0% | $4,417-72.2% | $4,651-73.6% |
| Admin fee / account holder | $843 | $575+46.6% | $8,287-89.8% | $433+94.5% |