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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,590 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $12,500 |
Filed as: FIDUCIARY PLAN CONSULTANTS LLC HIGH Service code 99 921 E FORT AVE STE 230 · BALTIMORE, MD 21230 | Other Fees | $2,479 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $450 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,729 | $50,199-4.9% | $69,890-31.7% | $66,949-28.7% |
| Participation rate | 96.4% | 66.3%+30.1pp | 70.5%+25.9pp | 69.8%+26.6pp |
| Annual return | -9.28% | -13.85%+4.6pp | 190.84%-200.1pp | 1.57%-10.8pp |
| Employer contribution / active EE | $2,684 | $1,864+44.0% | $2,560+4.8% | $2,545+5.5% |
| Participant deferral / active EE | $3,879 | $3,112+24.7% | $3,848+0.8% | $4,239-8.5% |
| Admin fee / account holder | $259 | $600-56.8% | $6,267-95.9% | $594-56.3% |