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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $39,716 |
PRIVATE ADVISOR GROUP LLC3+ years Service code 26 65 MADISON AVE · MORRISTOWN, NJ 07860 | Advisory (Participants) | $26,592 |
ALLIANCE BENEFIT GROUP2 years Filed as: ALLIANCE BENEFIT GROUP WISCONSIN Service code 13 · EIN 26-0233809 8040 EXCELSIOR DRIVE · MADISON, WI 537172919 | Contract Administrator | $6,120 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $55,325 | $80,753-31.5% | $136,298-59.4% | $62,293-11.2% |
| Participation rate | 47.4% | 73.5%-26.2pp | 81.9%-34.6pp | 69.5%-22.1pp |
| Annual return | 18.29% | 35.83%-17.5pp | 5156.27%-5138.0pp | 28.90%-10.6pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,576 | $5,164-30.8% | $6,247-42.8% | $3,169+12.8% |
| Admin fee / account holder | $306 | $525-41.8% | $9,244-96.7% | $479-36.2% |