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| Provider | Service type | Compensation |
|---|---|---|
PRIVATE ADVISOR GROUP LLC7+ years Service code 27 65 MADISON AVE · MORRISTOWN, NJ 07860 | Advisory (Plan) | $28,510 |
Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $19,390 |
PREMIER RETIREMENT PARTNERS3 years Service code 13 · EIN 83-1239374 8040 EXCELSIOR DRIVE · MADISON, WI 537172919 | Contract Administrator | $9,734 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,473 | $104,482+41.1% | $159,455-7.5% | $79,393+85.8% |
| Participation rate | 0.0% | 76.6%-76.6pp | 82.8%-82.8pp | 70.7%-70.7pp |
| Annual return | 13.90% | 67.96%-54.1pp | 263.63%-249.7pp | 116.87%-103.0pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $4,830-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $7,093 | $6,467+9.7% | $7,353-3.5% | $4,046+75.3% |
| Admin fee / account holder | $792 | $711+11.3% | $10,800-92.7% | $627+26.4% |