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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,809 |
JUSTIN GIBSON DBA SILVERLEAF4 years Service code 27 12910 PIERCE STREET SUITE 100 · OMAHA, NE 68144 | Advisory (Plan) | $30,623 |
Filed as: BENEFIT PLANS, INC. Service code 13 16924 FRANCES STREET SUITE 100 · OMAHA, NE 68130 | Contract Administrator | $14,838 |
Filed as: BENEFIT PLANS, INC Service code 13 | Contract Administrator | $10,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,492 |
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.)
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 | $78,305 | $58,101+34.8% | $118,946-34.2% | $73,412+6.7% |
| Participation rate | 20.7% | 56.1%-35.4pp | 75.4%-54.7pp | 72.2%-51.4pp |
| Annual return | 15.06% | 20.56%-5.5pp | 35.89%-20.8pp | 59.30%-44.2pp |
| Employer contribution / active EE | $480 | $1,445-66.8% | $3,263-85.3% | $2,234-78.5% |
| Participant deferral / active EE | $1,463 | $2,400-39.0% | $4,266-65.7% | $3,806-61.6% |
| Admin fee / account holder | $353 | $138+155.9% | $6,581-94.6% | $158+123.8% |