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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $42,489 |
Filed as: ANDERS MINKLER HUBER & HELM LLP DBA Service code 10 800 MARKET ST · ST LOUIS, MO 63101 | Accounting | $11,900 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,542 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,828 |
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.
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 | $105,284 | $61,052+72.5% | $142,874-26.3% | $79,393+32.6% |
| Participation rate | 85.8% | 60.1%+25.7pp | 72.0%+13.9pp | 70.7%+15.1pp |
| Annual return | 11.40% | 16.02%-4.6pp | 5638.58%-5627.2pp | 116.87%-105.5pp |
| Employer contribution / active EE | $643 | $1,481-56.5% | $4,145-84.5% | $2,428-73.5% |
| Participant deferral / active EE | $1,776 | $2,879-38.3% | $3,838-53.7% | $4,046-56.1% |
| Admin fee / account holder | $642 | $659-2.6% | $6,561-90.2% | $627+2.5% |