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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $24,059 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,228 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,839 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $83,376 | $62,132+34.2% | $185,827-55.1% | $73,493+13.4% |
| Participation rate | 93.9% | 67.8%+26.1pp | 78.0%+15.9pp | 70.7%+23.2pp |
| Annual return | 16.30% | 20.44%-4.1pp | 35.96%-19.7pp | 28.51%-12.2pp |
| Employer contribution / active EE | $3,013 | $1,681+79.2% | $4,087-26.3% | $2,270+32.7% |
| Participant deferral / active EE | $6,163 | $3,711+66.1% | $5,633+9.4% | $3,740+64.8% |
| Admin fee / account holder | $334 | $419-20.2% | $9,502-96.5% | $513-34.9% |