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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,207 |
DAVINCI CAPITAL MANAGEMENT3 years Service code 27 801 CAMBRIDGE ST · CAMBRIDGE, MA 02141 | Advisory (Plan) | $20,287 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $9,815 |
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 | $44,919 | $65,125-31.0% | $143,797-68.8% | $66,949-32.9% |
| Participation rate | 54.8% | 65.2%-10.4pp | 80.3%-25.5pp | 69.8%-15.0pp |
| Annual return | -14.29% | -11.13%-3.2pp | -0.04%-14.3pp | 1.57%-15.9pp |
| Employer contribution / active EE | $1 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $4,169 | $2,920+42.8% | $5,638-26.1% | $4,239-1.7% |
| Admin fee / account holder | $476 | $503-5.3% | $14,679-96.8% | $594-19.8% |