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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 6300 BRIDGE POINT PKWY · AUSTIN, TX 78730 | Contract Administrator | $7,892 |
BAS PARTNERS2 years Service code 10 15800 PINES BLVD STE 300 · PEMBROKE PINES, FL 330271212 | Accounting | $3,500 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,610 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,100 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INC MORNINGSTAR ASSOCIA Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $134 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,228 | $56,134-67.5% | $96,161-81.0% | $85,856-78.8% |
| Participation rate | 96.0% | 56.7%+39.3pp | 68.4%+27.6pp | 69.3%+26.7pp |
| Annual return | 10.77% | 42.30%-31.5pp | 192.01%-181.2pp | 318.58%-307.8pp |
| Employer contribution / active EE | $4,993 | $1,620+208.2% | $2,798+78.4% | $2,565+94.6% |
| Participant deferral / active EE | $1,506 | $2,858-47.3% | $4,349-65.4% | $3,952-61.9% |
| Admin fee / account holder | $351 | $3,769-90.7% | $5,538-93.7% | $6,261-94.4% |