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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,032 |
NACHMAN, NORWOOD & PARROTT2 years Filed as: NACHMAN DBA PRODESSIONAL PLANNING Service code 27 100 E THOUSAND OAKS BLVD. SUITE 150 · THOUSAND OAKS, CA 913608117 | Advisory (Plan) | $10,837 |
R-TECH CONSULTANTS, INC.5+ years Service code 13 21331 COSTANSO STREET · WOOODLAND HILLS, CA 91364 | Contract Administrator | $7,397 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,949 |
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).
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 | $26,075 | $63,114-58.7% | $92,915-71.9% | $65,186-60.0% |
| Participation rate | 40.0% | 68.8%-28.8pp | 76.0%-36.0pp | 70.2%-30.2pp |
| Annual return | 19.38% | 28.75%-9.4pp | 109.45%-90.1pp | 29.39%-10.0pp |
| Employer contribution / active EE | $0 | $2,571-100.0% | $3,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,460 | $3,108-53.0% | $4,238-65.6% | $3,514-58.5% |
| Admin fee / account holder | $445 | $624-28.7% | $5,796-92.3% | $847-47.5% |