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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,518 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,166 |
FIDUCIARY INVESTMENT ADVISORS4+ years Filed as: FIDUCIARY PARTNERS INVESTMENT CONSU Service code 27 2729 STATE RD 580 STE C · CLEARWATER, FL 33761 | Advisory (Plan) | $4,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,428 | $89,652-48.2% | $141,191-67.1% | $65,185-28.8% |
| Participation rate | 44.6% | 74.7%-30.1pp | 82.5%-37.9pp | 70.2%-25.6pp |
| Annual return | 17.00% | 32.79%-15.8pp | 71.41%-54.4pp | 29.38%-12.4pp |
| Employer contribution / active EE | $1,010 | $3,065-67.0% | $4,736-78.7% | $2,177-53.6% |
| Participant deferral / active EE | $4,071 | $5,691-28.5% | $6,710-39.3% | $3,514+15.9% |
| Admin fee / account holder | $214 | $569-62.3% | $10,264-97.9% | $847-74.7% |