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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $71,240 |
Service code 27 8800 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $35,619 |
DUNBAR, BENDER & ZAPF, INC.3+ years Service code 13 437 GRANT STREET · PITTSBURGH, PA 15219 | Contract Administrator | $12,433 |
Filed as: COMMONWEALTH EQUITY SERVICES INC Service code 27 29 SAWYER RD. · WALTHAM, MA 024533483 | Advisory (Plan) | $6,419 |
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 | $61,895 | $48,064+28.8% | $78,778-21.4% | $69,631-11.1% |
| Participation rate | 67.6% | 61.6%+6.1pp | 69.2%-1.5pp | 70.7%-3.0pp |
| Annual return | 16.43% | 21.81%-5.4pp | 35.62%-19.2pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $758 | $744+2.0% | $1,986-61.8% | $2,032-62.7% |
| Participant deferral / active EE | $3,081 | $2,079+48.2% | $2,958+4.2% | $3,224-4.4% |
| Admin fee / account holder | $337 | $152+121.9% | $5,134-93.4% | $110+205.5% |