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| Provider | Service type | Compensation |
|---|---|---|
SRS CAPITAL ADVISORS4 years Filed as: SRS CAPITAL ADVISORS, INC. Service code 27 730 17TH ST, STE 107 · DENVER, CO 80202 | Advisory (Plan) | $59,994 |
CONRAD SIEGEL5 years Filed as: CONRAD SIEGEL INC Service code 13 501 CORPORATE CIRCLE P.O. BOX 5900 · HARRISBURG, PA 171100900 | Contract Administrator | $45,753 |
D. F. DENT & COMPANY, INC.6 years Service code 27 · EIN 52-1045317 | Advisory (Plan) | $25,785 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 27 · EIN 94-1737782 | Advisory (Plan) | $10,415 |
RKL LLP5 years Filed as: RKL Service code 10 · EIN 23-2108173 | Accounting | $10,345 |
LOMBARD SECURITIES INC5 years Service code 27 1820 LANCASTER ST, 2ND FL · BALTIMORE, MD 21231 | Advisory (Plan) | $8,620 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,366 |
AMERICAN REALTY ADVISORS6 years Filed as: AMERICAN BEACON ADVISORS INC Service code 28 · EIN 75-2401150 | Investment Management | $0 |
AMERICAN CENTURY6 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 |
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 | $92,204 | $80,781+14.1% | $102,437-10.0% | $74,478+23.8% |
| Participation rate | 93.7% | 65.7%+28.0pp | 74.5%+19.2pp | 67.2%+26.5pp |
| Annual return | 7.95% | 27.58%-19.6pp | 24.95%-17.0pp | 1370.56%-1362.6pp |
| Employer contribution / active EE | $5,562 | $3,160+76.0% | $3,871+43.7% | $2,626+111.8% |
| Participant deferral / active EE | $2,613 | $3,862-32.3% | $5,060-48.4% | $4,350-39.9% |
| Admin fee / account holder | $560 | $2,372-76.4% | $8,388-93.3% | $1,946-71.2% |