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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $25,578 |
ADP BROKER-DEALER4+ years Filed as: PENSION CONSULTANTS INC Service code 13 300 S CAMPBELL AVE · SPRINGFIELD, MO 65806 | Contract Administrator | $24,202 |
REGIER CARR & MONROE LLP3 years Service code 10 300 WEST DOUGLAS STE 900 · WICHITA, KS 67202 | Accounting | $8,150 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $85,577 | $73,102+17.1% | $123,552-30.7% | $56,287+52.0% |
| Participation rate | 77.2% | 74.3%+2.9pp | 82.3%-5.1pp | 69.9%+7.3pp |
| Annual return | -4.70% | 3.01%-7.7pp | 119.20%-123.9pp | -9.96%+5.3pp |
| Employer contribution / active EE | $419 | $2,977-85.9% | $4,628-90.9% | $2,111-80.1% |
| Participant deferral / active EE | $3,607 | $5,423-33.5% | $6,426-43.9% | $3,350+7.7% |
| Admin fee / account holder | $552 | $554-0.4% | $9,285-94.1% | $521+5.9% |