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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,267 |
APRIO LLP2 years Filed as: HA & W WEALTH MANAGEMENT LLC Service code 27 FIVE CONCOURSE PARKWAY, SUITE 1000 · ATLANTA, GA 30328 | Advisory (Plan) | $11,943 |
Filed as: ADMINISTRATIVE FIDUCIARY SERVICES I Service code 13 10777 NORTHWEST FWY STE 440 · HOUSTON, TX 77092 | Contract Administrator | $2,000 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $255 |
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.
Employer 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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $47,978 | $79,519-39.7% | $95,960-50.0% | $73,412-34.6% |
| Participation rate | 13.3% | 81.2%-67.9pp | 77.1%-63.8pp | 72.2%-58.9pp |
| Annual return | 13.15% | 19.20%-6.0pp | 91.63%-78.5pp | 59.30%-46.1pp |
| Employer contribution / active EE | $170 | $2,048-91.7% | $2,541-93.3% | $2,234-92.4% |
| Participant deferral / active EE | $621 | $4,138-85.0% | $4,167-85.1% | $3,806-83.7% |
| Admin fee / account holder | $345 | $184+87.2% | $6,797-94.9% | $158+118.6% |