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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $33,751 |
PRIVATE ADVISOR GROUP LLC2+ years Service code 26 65 MADISON AVE · MORRISTOWN, NJ 07860 | Advisory (Participants) | $25,020 |
ALLIANCE BENEFIT GROUP1 year Filed as: ALLIANCE BENEFIT GROUP WISCONSIN Service code 13 · EIN 26-0233809 8040 EXCELSIOR DRIVE · MADISON, WI 537172919 | Contract Administrator | $5,524 |
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 | $55,707 | $75,183-25.9% | $123,894-55.0% | $55,167+1.0% |
| Participation rate | 43.2% | 72.8%-29.6pp | 81.4%-38.2pp | 69.0%-25.8pp |
| Annual return | 4.37% | 19.01%-14.6pp | 47.52%-43.1pp | 169.23%-164.9pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,485 | $5,084-31.5% | $5,984-41.8% | $3,054+14.1% |
| Admin fee / account holder | $368 | $663-44.5% | $8,357-95.6% | $504-27.0% |