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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,717 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $10,050 |
BKD, LLP1 year Filed as: BKD CPAS AND ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $9,750 |
MONETA GROUP LLC1 year Filed as: MONETA GROUP INVESTMENT ADVISORS Service code 27 · EIN 20-1903821 | Advisory (Plan) | $7,437 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $913 |
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.
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 | $45,444 | $56,152-19.1% | $185,835-75.5% | $73,412-38.1% |
| Participation rate | 20.7% | 67.6%-46.9pp | 78.0%-57.4pp | 72.2%-51.5pp |
| Annual return | 12.41% | 17.59%-5.2pp | 35.96%-23.5pp | 59.30%-46.9pp |
| Employer contribution / active EE | $242 | $1,532-84.2% | $4,087-94.1% | $2,234-89.2% |
| Participant deferral / active EE | $703 | $3,659-80.8% | $5,633-87.5% | $3,806-81.5% |
| Admin fee / account holder | $337 | $132+155.4% | $9,502-96.5% | $158+113.6% |