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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,758 |
SECURITIES AMERICA INC3+ years Filed as: SECURITIES AMERICA ADVISORS INC Service code 27 · EIN 47-0648506 | Advisory (Plan) | $30,149 |
CLARK, SCHAEFER, HACKETT & CO.3+ years Service code 13 · EIN 31-0800053 | Contract Administrator | $1,200 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $150 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $48,423 | $55,453-12.7% | $170,435-71.6% | $62,293-22.3% |
| Participation rate | 78.7% | 66.4%+12.3pp | 83.6%-4.9pp | 69.5%+9.2pp |
| Annual return | 14.68% | 21.38%-6.7pp | 205.94%-191.3pp | 28.90%-14.2pp |
| Employer contribution / active EE | $2,781 | $2,164+28.5% | $5,432-48.8% | $2,042+36.2% |
| Participant deferral / active EE | $2,842 | $2,303+23.4% | $4,939-42.5% | $3,169-10.3% |
| Admin fee / account holder | $311 | $455-31.6% | $13,881-97.8% | $479-35.1% |