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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $50,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,342 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,544 |
Service code 13 101 BRADFORD RD STE 200 · WEXFORD, PA 15090 | Contract Administrator | $100 |
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 | $239,624 | $77,677+208.5% | $109,173+119.5% | $79,391+201.8% |
| Participation rate | 99.4% | 67.8%+31.6pp | 75.9%+23.5pp | 70.7%+28.7pp |
| Annual return | 16.75% | 23.44%-6.7pp | 25.75%-9.0pp | 116.88%-100.1pp |
| Employer contribution / active EE | $17,599 | $2,798+528.9% | $3,723+372.7% | $2,428+624.9% |
| Participant deferral / active EE | $8,436 | $3,517+139.9% | $4,654+81.3% | $4,046+108.5% |
| Admin fee / account holder | $481 | $732-34.3% | $6,755-92.9% | $627-23.2% |