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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 83-2336062 | Advisory (Plan) | $27,241 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,030 |
Service code 13 · EIN 56-2263714 | Contract Administrator | $10,125 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,817 |
GORDON ASSET MANAGEMENT1 year Service code 27 · EIN 42-1582751 | Advisory (Plan) | $6,436 |
MVP PLAN ADMINISTRATORS, INC.5+ years Filed as: MVP PLAN ADMINISTRATORS INC Service code 13 | Contract Administrator | $5,000 |
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 | $85,835 | $58,655+46.3% | $91,994-6.7% | $65,186+31.7% |
| Participation rate | 92.0% | 75.3%+16.7pp | 78.6%+13.3pp | 70.2%+21.8pp |
| Annual return | 24.72% | 33.92%-9.2pp | 69.04%-44.3pp | 29.39%-4.7pp |
| Employer contribution / active EE | $4,079 | $2,080+96.1% | $3,453+18.1% | $2,177+87.4% |
| Participant deferral / active EE | $8,214 | $5,474+50.0% | $5,924+38.7% | $3,514+133.7% |
| Admin fee / account holder | $351 | $434-19.2% | $7,744-95.5% | $847-58.6% |