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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,142 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 99 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Other Fees | $8,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,951 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $2,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $86,091 | $62,132+38.6% | $185,827-53.7% | $73,493+17.1% |
| Participation rate | 59.3% | 67.8%-8.5pp | 78.0%-18.7pp | 70.7%-11.4pp |
| Annual return | 12.73% | 20.44%-7.7pp | 35.96%-23.2pp | 28.51%-15.8pp |
| Employer contribution / active EE | $457 | $1,681-72.8% | $4,087-88.8% | $2,270-79.9% |
| Participant deferral / active EE | $2,994 | $3,711-19.3% | $5,633-46.9% | $3,740-20.0% |
| Admin fee / account holder | $231 | $419-44.8% | $9,502-97.6% | $513-55.0% |