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| Provider | Service type | Compensation |
|---|---|---|
DYLESKI4 years Service code 27 525 WATERVIEW TR · ALPHARETTA, GA 30022 | Advisory (Plan) | $29,696 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,214 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,350 | $66,124+32.1% | $90,430-3.4% | $73,493+18.9% |
| Participation rate | 48.4% | 69.7%-21.3pp | 72.7%-24.3pp | 70.7%-22.3pp |
| Annual return | 20.65% | 17.65%+3.0pp | 1293.73%-1273.1pp | 28.51%-7.9pp |
| Employer contribution / active EE | $380 | $2,346-83.8% | $3,262-88.3% | $2,270-83.2% |
| Participant deferral / active EE | $3,078 | $3,039+1.3% | $3,963-22.3% | $3,740-17.7% |
| Admin fee / account holder | $560 | $396+41.3% | $5,613-90.0% | $513+9.1% |