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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $16,060 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,475 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,616 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,894 | $61,052-31.4% | $142,898-70.7% | $79,391-47.2% |
| Participation rate | 64.7% | 60.1%+4.5pp | 72.0%-7.3pp | 70.7%-6.0pp |
| Annual return | 13.72% | 16.02%-2.3pp | 5639.64%-5625.9pp | 116.88%-103.2pp |
| Employer contribution / active EE | $907 | $1,481-38.8% | $4,146-78.1% | $2,428-62.7% |
| Participant deferral / active EE | $2,650 | $2,879-8.0% | $3,838-31.0% | $4,046-34.5% |
| Admin fee / account holder | $332 | $659-49.7% | $6,560-94.9% | $627-47.1% |