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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,342 |
TRIAD ADVISORS INC3 years Filed as: TRIAD HYBRID SOLUTIONS, LLC Service code 27 5155 PEACHTREE PKWY · NORCROSS, GA 30092 | Advisory (Plan) | $31,677 |
Service code 13 1110 N. MOUNTAIN RD · HARRISBURG, PA 17112 | Contract Administrator | $14,300 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,722 |
Employer 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.)
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 | $59,098 | $104,497-43.4% | $159,487-62.9% | $79,389-25.6% |
| Participation rate | 88.3% | 76.6%+11.7pp | 82.8%+5.5pp | 70.7%+17.6pp |
| Annual return | 19.15% | 67.98%-48.8pp | 263.71%-244.6pp | 116.89%-97.7pp |
| Employer contribution / active EE | $704 | $3,418-79.4% | $4,831-85.4% | $2,428-71.0% |
| Participant deferral / active EE | $3,823 | $6,468-40.9% | $7,354-48.0% | $4,046-5.5% |
| Admin fee / account holder | $334 | $711-53.0% | $10,804-96.9% | $626-46.6% |