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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,167 |
HARBOUR INVESTMENTS INC4 years Service code 55 575 DONOFRIO DR STE 300 · MADISON, WI 537192832 | Other Commissions | $15,685 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,210 |
BURNHAM & DELLS ADVISORS5 years Service code 27 750 FRONT AVENUE NW · GRAND RAPIDS, MI 49504 | Advisory (Plan) | $4,074 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,650 | $70,917-0.4% | $98,920-28.6% | $73,493-3.9% |
| Participation rate | 55.6% | 73.8%-18.2pp | 76.0%-20.4pp | 70.7%-15.1pp |
| Annual return | 11.22% | 34.18%-23.0pp | 196.47%-185.3pp | 28.51%-17.3pp |
| Employer contribution / active EE | $855 | $2,037-58.0% | $2,689-68.2% | $2,270-62.4% |
| Participant deferral / active EE | $2,616 | $3,501-25.3% | $4,245-38.4% | $3,740-30.0% |
| Admin fee / account holder | $355 | $535-33.6% | $6,643-94.7% | $513-30.8% |