| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $270,218 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $129,265 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $32,000 |
RSM US LLP5+ years Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $20,000 |
Filed as: FEDEX KINKOS Service code 99 PO BOX 672085 · DALLAS, TX 752672085 | Other Fees | $3,291 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,951 | $106,273-78.4% | $81,726-71.9% | $106,273-78.4% |
| Participation rate | 41.6% | 70.8%-29.2pp | 72.0%-30.4pp | 70.8%-29.2pp |
| Annual return | 15.98% | 21.70%-5.7pp | 29.49%-13.5pp | 21.70%-5.7pp |
| Employer contribution / active EE | $357 | $2,722-86.9% | $4,311-91.7% | $2,722-86.9% |
| Participant deferral / active EE | $1,100 | $4,601-76.1% | $7,108-84.5% | $4,601-76.1% |
| Admin fee / account holder | $26 | $78-66.9% | $5,160-99.5% | $78-66.9% |