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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INVESTMENT RESEARCH & ADV GROUP Service code 27 1230 PEACHTREE ST NE STE 3800 · ATLANTA, GA 30309 | Advisory (Plan) | $21,669 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $19,904 |
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 | $128,359 | $70,486+82.1% | $100,528+27.7% | $79,852+60.7% |
| Participation rate | 96.4% | 73.6%+22.8pp | 79.4%+17.0pp | 69.6%+26.8pp |
| Annual return | 18.98% | 21.90%-2.9pp | 30.90%-11.9pp | 31.72%-12.7pp |
| Employer contribution / active EE | $2,225 | $2,165+2.8% | $3,419-34.9% | $2,471-10.0% |
| Participant deferral / active EE | $10,114 | $5,182+95.2% | $6,271+61.3% | $3,740+170.4% |
| Admin fee / account holder | $304 | $4,480-93.2% | $8,084-96.2% | $5,306-94.3% |