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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1180 W PEACHTREE ST STE 2475 · ATLANTA, GA 30309 | Advisory (Plan) | $18,589 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $12,751 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $88,431 | $58,587+50.9% | $83,322+6.1% | $64,173+37.8% |
| Participation rate | 92.3% | 72.0%+20.3pp | 77.8%+14.6pp | 69.6%+22.7pp |
| Annual return | -4.84% | 9.65%-14.5pp | 10.64%-15.5pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,027 | $2,098-3.4% | $3,379-40.0% | $2,381-14.9% |
| Participant deferral / active EE | $9,260 | $4,654+99.0% | $5,565+66.4% | $3,470+166.9% |
| Admin fee / account holder | $317 | $9,279-96.6% | $7,540-95.8% | $4,887-93.5% |