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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $86,135 |
SECURITIES AMERICA INC6+ years Filed as: SECURITIES AMERICA ADVISORS,INC. Service code 27 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | Advisory (Plan) | $53,967 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,705 |
CLARK, SCHAEFER, HACKETT & CO.6+ years Filed as: CLARK SCHAEFER HACKETT Service code 13 · EIN 31-0800053 | Contract Administrator | $32,681 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $111,218 | $91,517+21.5% | $101,264+9.8% | $73,412+51.5% |
| Participation rate | 81.8% | 73.8%+8.1pp | 75.8%+6.0pp | 72.2%+9.7pp |
| Annual return | 10.35% | 17.17%-6.8pp | 46.48%-36.1pp | 59.30%-48.9pp |
| Employer contribution / active EE | $7,962 | $2,877+176.8% | $3,660+117.6% | $2,234+256.5% |
| Participant deferral / active EE | $3,929 | $3,338+17.7% | $4,370-10.1% | $3,806+3.2% |
| Admin fee / account holder | $363 | $216+68.2% | $5,947-93.9% | $158+129.9% |