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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,229 |
USI CONSULTING GROUP7+ years Filed as: USI SECURITIES INC Service code 55 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Other Commissions | $15,487 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,063 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,712 | $59,220-4.2% | $96,570-41.3% | $79,391-28.6% |
| Participation rate | 38.2% | 61.9%-23.7pp | 69.8%-31.6pp | 70.7%-32.5pp |
| Annual return | 14.02% | 27.08%-13.1pp | 37.79%-23.8pp | 116.88%-102.9pp |
| Employer contribution / active EE | $268 | $1,216-78.0% | $2,357-88.6% | $2,428-89.0% |
| Participant deferral / active EE | $1,913 | $2,948-35.1% | $3,849-50.3% | $4,046-52.7% |
| Admin fee / account holder | $253 | $659-61.5% | $6,182-95.9% | $627-59.6% |