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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $43,660 |
Filed as: SKLAR, HEYMAN, HIRSHFIELD AND KANTO Service code 10 500 BEDFORD AVENUE · BELLMORE, NY 11710 | Accounting | $26,550 |
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY PARTNERS INVESTMENT CONSU Service code 27 2729 STATE ROAD 580 · CLEARWATER, FL 33761 | Advisory (Plan) | $15,000 |
Service code 99 2729 S.R. 580 · CLEARWATER, FL 33761 | Other Fees | $15,000 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,151 |
WOLFF WIESE MAGANA LLC1+ years Filed as: WOLFF & WARD P.A. Service code 29 900 S SHACKLEFORD RD SUITE 615 · LITTLE ROCK, AR 72211 | Legal | $5,605 |
TD AMERITRADE, INC.1+ years Service code 33 | Securities brokerage | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,004 | $30,979+71.1% | $67,711-21.7% | $59,188-10.4% |
| Participation rate | 41.2% | 40.5%+0.7pp | 67.5%-26.4pp | 69.4%-28.3pp |
| Annual return | 14.30% | -1.74%+16.0pp | 25.41%-11.1pp | 5.51%+8.8pp |
| Employer contribution / active EE | $704 | $807-12.8% | $2,559-72.5% | $2,098-66.4% |
| Participant deferral / active EE | $2,309 | $1,603+44.1% | $3,585-35.6% | $3,265-29.3% |
| Admin fee / account holder | $80 | $81-1.6% | $4,255-98.1% | $92-13.6% |