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| Provider | Service type | Compensation |
|---|---|---|
KREHBIEL ASSOCIATES, LLC1+ years Filed as: KREHBIEL & ASSOCIATES LLC Service code 10 125 N 11ST · MT VERNON, IL 62864 | Accounting | $18,575 |
Service code 64 8515 EAST ORCHARD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,491 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $6,230 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 13 6 CITYPLACE DR.STE. 700 · ST. LOUIS, MO 63141 | Contract Administrator | $2,140 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $140 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,593 | $44,229-19.5% | $155,789-77.2% | $55,191-35.5% |
| Participation rate | 19.1% | 60.8%-41.7pp | 76.1%-57.0pp | 69.2%-50.1pp |
| Annual return | -2.79% | 0.37%-3.2pp | 71.54%-74.3pp | 10.78%-13.6pp |
| Employer contribution / active EE | $178 | $1,317-86.5% | $3,839-95.4% | $1,899-90.6% |
| Participant deferral / active EE | $540 | $2,851-81.1% | $4,798-88.7% | $3,046-82.3% |
| Admin fee / account holder | $462 | $86+436.3% | $7,477-93.8% | $91+409.2% |