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| Provider | Service type | Compensation |
|---|---|---|
PRIVATE ADVISOR GROUP LLC5+ years Service code 26 65 MADISON AVE · MORRISTOWN, NJ 07860 | Advisory (Participants) | $28,992 |
Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $15,948 |
Service code 13 · EIN 83-1239374 8040 EXCELSIOR DRIVE · MADISON, WI 537172919 | Contract Administrator | $7,312 |
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.)
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 | $60,550 | $89,652-32.5% | $141,191-57.1% | $65,185-7.1% |
| Participation rate | 47.3% | 74.7%-27.4pp | 82.5%-35.2pp | 70.2%-22.9pp |
| Annual return | 22.34% | 32.79%-10.5pp | 71.41%-49.1pp | 29.38%-7.0pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,880 | $5,691-31.8% | $6,710-42.2% | $3,514+10.4% |
| Admin fee / account holder | $396 | $569-30.3% | $10,264-96.1% | $847-53.2% |