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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,115 |
DAVINCI CAPITAL MANAGEMENT2 years Service code 27 801 CAMBRIDGE ST · CAMBRIDGE, MA 02141 | Advisory (Plan) | $18,840 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $8,936 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,981 | $61,166-3.6% | $185,849-68.3% | $79,391-25.7% |
| Participation rate | 49.1% | 66.6%-17.5pp | 81.7%-32.6pp | 70.7%-21.6pp |
| Annual return | 28.39% | 19.45%+8.9pp | 122.10%-93.7pp | 116.88%-88.5pp |
| Employer contribution / active EE | $1,227 | $2,321-47.1% | $5,169-76.3% | $2,428-49.5% |
| Participant deferral / active EE | $3,236 | $2,789+16.0% | $5,569-41.9% | $4,046-20.0% |
| Admin fee / account holder | $474 | $710-33.2% | $16,244-97.1% | $627-24.3% |