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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $64,506 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,300 |
ADNET SYSTEMS INC5+ years Service code 99 6720 B ROCKLEDGE DR STE 504 · BETHESDA, MD 20817 | Other Fees | $11,000 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,417 |
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).
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 | $170,001 | $88,122+92.9% | $141,197+20.4% | $67,582+151.5% |
| Participation rate | 80.8% | 76.5%+4.3pp | 82.5%-1.7pp | 71.3%+9.5pp |
| Annual return | 22.35% | 75.40%-53.1pp | 71.41%-49.1pp | 378.57%-356.2pp |
| Employer contribution / active EE | $2,449 | $3,224-24.0% | $4,736-48.3% | $2,148+14.0% |
| Participant deferral / active EE | $9,702 | $5,958+62.8% | $6,710+44.6% | $3,539+174.1% |
| Admin fee / account holder | $620 | $131+374.0% | $10,265-94.0% | $142+336.0% |