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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,011 |
SUMMIT FINANCIAL CORPORATION2 years Filed as: SUMMIT GROUP RETIREMENT PARTNERS IN Service code 27 431 EXTON COMMONS · EXTON, PA 19341 | Advisory (Plan) | $19,059 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $483 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,035 | $65,083-20.0% | $143,788-63.8% | $66,930-22.3% |
| Participation rate | 55.3% | 65.2%-9.9pp | 80.3%-25.0pp | 69.8%-14.5pp |
| Annual return | -14.26% | -11.13%-3.1pp | -0.03%-14.2pp | 1.57%-15.8pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,197 | $2,920-59.0% | $5,638-78.8% | $4,238-71.8% |
| Admin fee / account holder | $579 | $502+15.2% | $14,675-96.1% | $593-2.5% |