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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,052 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $31,540 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,212 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 115 SOUTH 84 ST STE 400 · MILWAUKEE, WI 53214 | Accounting | $12,700 |
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 | $40,912 | $73,404-44.3% | $87,102-53.0% | $67,579-39.5% |
| Participation rate | 67.4% | 80.9%-13.4pp | 76.9%-9.4pp | 71.3%-3.8pp |
| Annual return | 24.81% | 48.29%-23.5pp | 28.19%-3.4pp | 378.56%-353.7pp |
| Employer contribution / active EE | $1,427 | $2,014-29.1% | $2,521-43.4% | $2,148-33.5% |
| Participant deferral / active EE | $4,193 | $3,913+7.2% | $4,048+3.6% | $3,539+18.5% |
| Admin fee / account holder | $354 | $142+149.9% | $7,491-95.3% | $142+148.6% |