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| Provider | Service type | Compensation |
|---|---|---|
PRIVATE ADVISOR GROUP LLC6+ years Service code 27 65 MADISON AVE · MORRISTOWN, NJ 07860 | Advisory (Plan) | $24,143 |
Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $18,947 |
PREMIER RETIREMENT PARTNERS2 years Service code 13 · EIN 83-1239374 8040 EXCELSIOR DRIVE · MADISON, WI 537172919 | Contract Administrator | $8,148 |
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).
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 | $68,544 | $98,766-30.6% | $149,730-54.2% | $79,852-14.2% |
| Participation rate | 53.7% | 75.8%-22.1pp | 82.5%-28.8pp | 69.6%-16.0pp |
| Annual return | 14.08% | 27.43%-13.4pp | 276.70%-262.6pp | 31.72%-17.6pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,252 | $5,681+10.0% | $6,843-8.6% | $3,740+67.1% |
| Admin fee / account holder | $381 | $6,052-93.7% | $9,310-95.9% | $5,306-92.8% |