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| Provider | Service type | Compensation |
|---|---|---|
GUARDIAN WEALTH PARTNERS LLP2 years Service code 27 · EIN 83-2336062 | Advisory (Plan) | $29,887 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,321 |
Service code 13 · EIN 56-2263714 | Contract Administrator | $10,436 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,836 |
MVP PLAN ADMINISTRATORS, INC.6+ 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $96,529 | $66,813+44.5% | $100,535-4.0% | $73,497+31.3% |
| Participation rate | 93.2% | 77.5%+15.7pp | 79.4%+13.8pp | 70.7%+22.5pp |
| Annual return | 12.42% | 25.70%-13.3pp | 30.90%-18.5pp | 28.51%-16.1pp |
| Employer contribution / active EE | $3,983 | $2,147+85.5% | $3,419+16.5% | $2,270+75.4% |
| Participant deferral / active EE | $8,448 | $5,883+43.6% | $6,271+34.7% | $3,740+125.9% |
| Admin fee / account holder | $356 | $512-30.5% | $8,085-95.6% | $513-30.7% |