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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $71,706 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,215 |
ADNET SYSTEMS INC6+ years Service code 99 6720 B ROCKLEDGE DR STE 504 · BETHESDA, MD 20817 | Other Fees | $12,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,230 |
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 | $189,997 | $100,801+88.5% | $149,745+26.9% | $73,412+158.8% |
| Participation rate | 78.8% | 77.7%+1.1pp | 82.5%-3.6pp | 72.2%+6.7pp |
| Annual return | 14.52% | 265.34%-250.8pp | 276.72%-262.2pp | 59.30%-44.8pp |
| Employer contribution / active EE | $2,437 | $3,312-26.4% | $4,646-47.6% | $2,234+9.1% |
| Participant deferral / active EE | $9,522 | $6,404+48.7% | $6,843+39.1% | $3,806+150.2% |
| Admin fee / account holder | $354 | $181+95.9% | $9,312-96.2% | $158+124.3% |