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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $38,666 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $31,174 |
Filed as: THE MANDMARBLESTONE GROUP, LLC Service code 13 2929 ARCH STREET, SUITE 600 · PHILADELPHIA, PA 191042889 | Contract Administrator | $12,150 |
Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $8,776 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,886 | $37,196+157.8% | $154,108-37.8% | $55,725+72.1% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -3.75% | 1319.68%-1323.4pp | 735.21%-739.0pp | 244.93%-248.7pp |
| Employer contribution / active EE | $6,698 | $1,614+314.9% | $5,298+26.4% | $2,078+222.3% |
| Participant deferral / active EE | $4,023 | $2,068+94.5% | $5,081-20.8% | $3,356+19.9% |
| Admin fee / account holder | $393 | $102+286.5% | $13,411-97.1% | $115+240.9% |