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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $75,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48,098 |
CHRISTOPHER BROUSAIDES5+ years Filed as: CHRISTOPHER B BURKE ENGINEERING, LT Service code 10 9575 W HIGGINS ROAD · ROSEMONT, IL 60018 | Accounting | $39,188 |
Service code 10 225 W WACKER DR STE 2500 · CHICAGO, IL 60606 | Accounting | $18,500 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,768 |
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).
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 | $181,298 | $88,122+105.7% | $141,177+28.4% | $67,579+168.3% |
| Participation rate | 94.6% | 76.5%+18.1pp | 82.5%+12.1pp | 71.3%+23.3pp |
| Annual return | 23.93% | 75.40%-51.5pp | 71.40%-47.5pp | 378.56%-354.6pp |
| Employer contribution / active EE | $2,019 | $3,224-37.4% | $4,736-57.4% | $2,148-6.0% |
| Participant deferral / active EE | $9,384 | $5,958+57.5% | $6,710+39.8% | $3,539+165.1% |
| Admin fee / account holder | $482 | $131+268.3% | $10,263-95.3% | $142+238.8% |