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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,844 |
Filed as: KESTRA INVESTMENT SERVICES Service code 55 | Other Commissions | $21,643 |
Service code 13 | Contract Administrator | $7,910 |
Filed as: TAX SHELTERED COMPENSATION INC Service code 13 7300 METRO BLVD · EDINA, MN 55439 | Contract Administrator | $3,550 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $93 |
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $0 |
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.)
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 | $87,648 | $89,367-1.9% | $141,191-37.9% | $72,975+20.1% |
| Participation rate | 57.1% | 75.1%-18.0pp | 82.5%-25.3pp | 69.5%-12.3pp |
| Annual return | 20.00% | 111.87%-91.9pp | 71.41%-51.4pp | 81.01%-61.0pp |
| Employer contribution / active EE | $766 | $3,115-75.4% | $4,736-83.8% | $2,440-68.6% |
| Participant deferral / active EE | $6,463 | $5,419+19.3% | $6,710-3.7% | $3,608+79.1% |
| Admin fee / account holder | $446 | $5,957-92.5% | $10,264-95.7% | $5,124-91.3% |