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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $44,263 |
GRADIENT SECURITIES LLC7+ years Service code 55 4570 CHURCHILL STREET · SHOREVIEW, MN 55126 | Other Commissions | $37,687 |
EPIC RETIREMENT PLAN SERVICES7+ years Filed as: KDP RETIREMENT PLAN SERVICES INC Service code 13 3060 LAKE EASTBROOK BLVD SE · GRAND RAPIDS, MI 49512 | Contract Administrator | $21,325 |
Filed as: GREAT WEST LIFE INSURANCE AND ANNUI Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,550 |
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 appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,156 | $106,551-49.2% | $91,225-40.6% | $134,532-59.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | 5.32% | 160.78%-155.5pp | 114.12%-108.8pp | 418.27%-413.0pp |
| Employer contribution / active EE | $40,361 | $3,331+1111.5% | $2,851+1315.7% | $4,741+751.3% |
| Participant deferral / active EE | $112,078 | $4,718+2275.4% | $4,233+2547.5% | $6,401+1651.0% |
| Admin fee / account holder | $675 | $6,234-89.2% | $5,422-87.6% | $11,429-94.1% |