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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 30400 TELEGRAPH ROAD STE 445 · BINGHAM FARMS, MI 48025 | Contract Administrator | $26,997 |
Filed as: ADVISED ASSETS GROUP Service code 28 8518 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $469 |
Service code 64 8518 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,820 | $91,552-17.2% | $133,956-43.4% | $79,858-5.1% |
| Participation rate | 69.9% | 73.3%-3.5pp | 79.8%-10.0pp | 69.6%+0.2pp |
| Annual return | 8.34% | 61.85%-53.5pp | 45.09%-36.8pp | 31.71%-23.4pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,719 | $3,733-53.9% | $5,048-65.9% | $3,740-54.0% |
| Admin fee / account holder | $44 | $6,321-99.3% | $8,927-99.5% | $5,306-99.2% |