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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $44,261 |
PRIVATE ADVISOR GROUP LLC4+ years Service code 26 65 MADISON AVE · MORRISTOWN, NJ 07860 | Advisory (Participants) | $28,002 |
ALLIANCE BENEFIT GROUP3 years Filed as: ALLIANCE BENEFIT GROUP WISCONSIN Service code 13 · EIN 26-0233809 8040 EXCELSIOR DRIVE · MADISON, WI 537172919 | Contract Administrator | $7,442 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $48,572 | $73,102-33.6% | $123,553-60.7% | $56,289-13.7% |
| Participation rate | 50.0% | 74.3%-24.3pp | 82.3%-32.3pp | 69.9%-19.9pp |
| Annual return | -3.79% | 3.01%-6.8pp | 119.21%-123.0pp | -9.96%+6.2pp |
| Employer contribution / active EE | $317 | $2,977-89.3% | $4,628-93.1% | $2,111-85.0% |
| Participant deferral / active EE | $5,195 | $5,423-4.2% | $6,426-19.2% | $3,350+55.1% |
| Admin fee / account holder | $330 | $554-40.4% | $9,284-96.4% | $521-36.6% |