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| Provider | Service type | Compensation |
|---|---|---|
GUARDIAN WEALTH PARTNERS LLP3 years Service code 27 · EIN 83-2336062 | Advisory (Plan) | $37,639 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,474 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,683 |
Service code 13 · EIN 56-2263714 | Contract Administrator | $6,730 |
MVP PLAN ADMINISTRATORS, INC.7+ 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,471 | $73,638+51.4% | $108,405+2.8% | $79,391+40.4% |
| Participation rate | 91.8% | 77.4%+14.4pp | 80.1%+11.7pp | 70.7%+21.1pp |
| Annual return | 17.70% | 33.27%-15.6pp | 905.55%-887.8pp | 116.88%-99.2pp |
| Employer contribution / active EE | $4,193 | $2,397+74.9% | $3,559+17.8% | $2,428+72.7% |
| Participant deferral / active EE | $9,070 | $6,218+45.9% | $6,563+38.2% | $4,046+124.2% |
| Admin fee / account holder | $391 | $638-38.7% | $7,297-94.6% | $627-37.6% |