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| Provider | Service type | Compensation |
|---|---|---|
BROCK AND COMPANY2 years Service code 10 1930 17TH ST · BOULDER, CO 80302 | Accounting | $18,485 |
BUKATY COMPANIES O'RENICK WEALTH3+ years Filed as: RESOURCES INV ADVISOR DBA BUKATY CO Service code 27 4860 COLLEGE BLVD · LEAWOOD, KS 66211 | Advisory (Plan) | $17,288 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,034 |
THE RETIREMENT ADVANTAGE INC3+ years Service code 13 101 E GRAND AVENUE · PORT WASHINGTON, WI 53074 | Contract Administrator | $5,248 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,946 | $65,322-55.7% | $70,462-58.9% | $73,493-60.6% |
| Participation rate | 62.1% | 77.0%-14.9pp | 75.1%-13.0pp | 70.7%-8.6pp |
| Annual return | 13.65% | 15.71%-2.1pp | 109.08%-95.4pp | 28.51%-14.9pp |
| Employer contribution / active EE | $1,156 | $2,460-53.0% | $2,737-57.8% | $2,270-49.1% |
| Participant deferral / active EE | $2,572 | $3,375-23.8% | $3,710-30.7% | $3,740-31.2% |
| Admin fee / account holder | $417 | $214+95.0% | $3,845-89.1% | $513-18.7% |