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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,148 |
Filed as: MWA FINANCIAL SERVICES, INC. Service code 55 1701 1ST AVE. · ROCK ISLAND, IL 61201 | Other Commissions | $11,288 |
MY BENEFITS, LLC7+ years Service code 13 5352 PEACHTREE ROAD · ATLANTA, GA 30341 | Contract Administrator | $6,813 |
FIRST PARTY ADMINISTRATOR, LLC7+ years Service code 13 5352 PEACHTREE ROAD · ATLANTA, GA 30341 | Contract Administrator | $2,702 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,388 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 22 · EIN 71-0294708 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,663 | $65,125-56.0% | $143,797-80.1% | $66,949-57.2% |
| Participation rate | 38.6% | 65.2%-26.6pp | 80.3%-41.7pp | 69.8%-31.2pp |
| Annual return | -14.39% | -11.13%-3.3pp | -0.04%-14.3pp | 1.57%-16.0pp |
| Employer contribution / active EE | $657 | $2,362-72.2% | $4,952-86.7% | $2,545-74.2% |
| Participant deferral / active EE | $816 | $2,920-72.1% | $5,638-85.5% | $4,239-80.7% |
| Admin fee / account holder | $397 | $503-21.1% | $14,679-97.3% | $594-33.2% |