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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $11,652 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $2,000 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,386 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $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.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $199,633 | $52,967+276.9% | $172,753+15.6% | $65,186+206.3% |
| Participation rate | 12.2% | 66.2%-54.0pp | 82.6%-70.5pp | 70.2%-58.0pp |
| Annual return | 13.30% | 30.12%-16.8pp | 803.00%-789.7pp | 29.39%-16.1pp |
| Employer contribution / active EE | $2,093 | $2,190-4.5% | $5,144-59.3% | $2,177-3.9% |
| Participant deferral / active EE | $2,991 | $2,471+21.0% | $5,198-42.5% | $3,514-14.9% |
| Admin fee / account holder | $768 | $472+62.7% | $13,956-94.5% | $847-9.3% |