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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,022 |
FIDUCIA GROUP LLC5 years Service code 27 100 W STATION SQ DR STE 615 · PITTSBURGH, PA 15219 | Advisory (Plan) | $14,000 |
HILL WARD HENDERSON4 years Filed as: HILL BARTH & KING LLC DBA HBK CPAS Service code 10 6603 SUMMIT DR · CANFIELD, OH 44406 | Accounting | $7,750 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,110 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,211 | $59,584+16.2% | $86,874-20.3% | $79,386-12.8% |
| Participation rate | 65.6% | 67.7%-2.0pp | 71.6%-6.0pp | 70.7%-5.1pp |
| Annual return | 6.40% | 23.15%-16.8pp | 63.52%-57.1pp | 116.85%-110.5pp |
| Employer contribution / active EE | $1,442 | $1,768-18.4% | $2,495-42.2% | $2,427-40.6% |
| Participant deferral / active EE | $1,874 | $3,036-38.3% | $3,699-49.3% | $4,046-53.7% |
| Admin fee / account holder | $273 | $604-54.8% | $5,828-95.3% | $626-56.4% |