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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,840 |
Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $14,554 |
Service code 10 800 S OSPREY AVE · SARASOTA, FL 34266 | Accounting | $10,020 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,963 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $1,779 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,549 | $54,045-36.1% | $115,170-70.0% | $65,185-47.0% |
| Participation rate | 44.9% | 63.5%-18.6pp | 75.9%-31.0pp | 70.2%-25.3pp |
| Annual return | 24.21% | 26.55%-2.3pp | 35.60%-11.4pp | 29.38%-5.2pp |
| Employer contribution / active EE | $1,183 | $1,653-28.4% | $3,179-62.8% | $2,177-45.7% |
| Participant deferral / active EE | $2,146 | $2,504-14.3% | $4,169-48.5% | $3,514-38.9% |
| Admin fee / account holder | $384 | $626-38.7% | $7,089-94.6% | $847-54.7% |