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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $16,459 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,967 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,440 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $41,720 | $62,132-32.9% | $185,827-77.5% | $73,493-43.2% |
| Participation rate | 78.9% | 67.8%+11.1pp | 78.0%+0.9pp | 70.7%+8.2pp |
| Annual return | 13.73% | 20.44%-6.7pp | 35.96%-22.2pp | 28.51%-14.8pp |
| Employer contribution / active EE | $1,881 | $1,681+11.9% | $4,087-54.0% | $2,270-17.1% |
| Participant deferral / active EE | $3,111 | $3,711-16.2% | $5,633-44.8% | $3,740-16.8% |
| Admin fee / account holder | $304 | $419-27.4% | $9,502-96.8% | $513-40.8% |