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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 | $37,969 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,235 |
Service code 13 101 BRADFORD RD STE 200 · WEXFORD, PA 15090 | Contract Administrator | $11,853 |
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 | $181,051 | $64,176+182.1% | $112,263+61.3% | $66,949+170.4% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -17.58% | -13.80%-3.8pp | 27.49%-45.1pp | 1.57%-19.2pp |
| Employer contribution / active EE | $10,063 | $3,007+234.7% | $3,636+176.7% | $2,545+295.3% |
| Participant deferral / active EE | $10,267 | $3,694+178.0% | $4,729+117.1% | $4,239+142.2% |
| Admin fee / account holder | $525 | $626-16.1% | $6,410-91.8% | $594-11.6% |