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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $265,397 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 99 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Other Fees | $45,000 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $29,573 |
COHNREZNICK LLP5+ years Service code 10 1212 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Accounting | $13,750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,316 | $40,113-34.4% | $84,020-68.7% | $77,775-66.2% |
| Participation rate | 94.7% | 62.8%+32.0pp | 69.0%+25.7pp | 73.2%+21.5pp |
| Annual return | 24.55% | 23.27%+1.3pp | 71.31%-46.8pp | 32.58%-8.0pp |
| Employer contribution / active EE | $1,035 | $847+22.1% | $1,984-47.8% | $2,504-58.7% |
| Participant deferral / active EE | $3,081 | $2,030+51.8% | $3,239-4.9% | $3,966-22.3% |
| Admin fee / account holder | $117 | $92+27.7% | $6,101-98.1% | $100+16.9% |