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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,405 |
GLOBAL RETIREMENT PARTNERS LLC3+ years Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $6,389 |
CASSELL PLAN AUDITS1 year Filed as: CASSELL PLAN AUDITS INC Service code 10 409 ILLINOIS AVE STE 1B · SAINT CHARLES, IL 60174 | Accounting | $4,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,416 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,802 | $43,133-21.6% | $89,414-62.2% | $73,493-54.0% |
| Participation rate | 19.4% | 55.0%-35.6pp | 68.0%-48.6pp | 70.7%-51.3pp |
| Annual return | 5.89% | 135.66%-129.8pp | 245.50%-239.6pp | 28.51%-22.6pp |
| Employer contribution / active EE | -$1 | $1,438-100.1% | $2,586-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,443 | $2,445-41.0% | $3,890-62.9% | $3,740-61.4% |
| Admin fee / account holder | $427 | $444-3.8% | $4,883-91.3% | $513-16.8% |