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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $88,929 |
TRUSTMARK NATIONAL BANK4+ years Service code 15 248 E CAPITAL ST STE 580 · JACKSON, MS 39201 | Recordkeeping | $56,053 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $15,865 |
Service code 10 PO BOX 196 · TUPELO, MS 388020196 | Accounting | $9,600 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage | $63 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $86,377 | $56,443+53.0% | $83,831+3.0% | $55,725+55.0% |
| Participation rate | 59.4% | 72.0%-12.6pp | 76.1%-16.7pp | 70.9%-11.4pp |
| Annual return | -4.21% | 393.67%-397.9pp | 850.99%-855.2pp | 244.93%-249.1pp |
| Employer contribution / active EE | $1,715 | $2,682-36.0% | $3,631-52.8% | $2,078-17.5% |
| Participant deferral / active EE | $5,317 | $2,965+79.3% | $4,082+30.3% | $3,356+58.5% |
| Admin fee / account holder | $303 | $156+93.8% | $5,479-94.5% | $115+162.8% |