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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $60,737 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $38,369 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,597 |
BAKER TILLY US, LLP4 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 115 SOUTH 84 ST STE 400 · MILWAUKEE, WI 53214 | Accounting | $13,300 |
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.
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 | $49,042 | $79,519-38.3% | $95,960-48.9% | $73,412-33.2% |
| Participation rate | 72.3% | 81.2%-8.9pp | 77.1%-4.8pp | 72.2%+0.1pp |
| Annual return | 11.96% | 19.20%-7.2pp | 91.63%-79.7pp | 59.30%-47.3pp |
| Employer contribution / active EE | $728 | $2,048-64.4% | $2,541-71.4% | $2,234-67.4% |
| Participant deferral / active EE | $4,322 | $4,138+4.4% | $4,167+3.7% | $3,806+13.6% |
| Admin fee / account holder | $459 | $184+148.9% | $6,797-93.3% | $158+190.6% |