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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,548 |
NACHMAN, NORWOOD & PARROTT3 years Filed as: NACHMAN DBA PRODESSIONAL PLANNING Service code 27 100 E THOUSAND OAKS BLVD. SUITE 150 · THOUSAND OAKS, CA 913608117 | Advisory (Plan) | $12,361 |
R-TECH CONSULTANTS, INC.6+ years Service code 13 21331 COSTANSO STREET · WOOODLAND HILLS, CA 91364 | Contract Administrator | $8,228 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,276 |
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).
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 | $31,870 | $69,383-54.1% | $101,275-68.5% | $73,497-56.6% |
| Participation rate | 36.8% | 68.4%-31.6pp | 75.8%-39.0pp | 70.7%-33.9pp |
| Annual return | 12.73% | 18.46%-5.7pp | 46.48%-33.7pp | 28.51%-15.8pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,716 | $3,301-48.0% | $4,371-60.7% | $3,740-54.1% |
| Admin fee / account holder | $511 | $704-27.4% | $5,948-91.4% | $513-0.4% |