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| Provider | Service type | Compensation |
|---|---|---|
M HOLDINGS SECURITIES INC2 years Filed as: SI HOLDINGS DBA STEPHENS INC Service code 27 111 CENTER ST STE 400 · LITTLE ROCK, AR 72201 | Advisory (Plan) | $30,620 |
THE WELCH GROUP3 years Filed as: WELCH COUCH & COMPANY PA Service code 10 PO BOX 2094 · BATESVILLE, AR 72503 | Accounting | $9,950 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,152 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,654 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,829 | $59,220+53.4% | $96,572-5.9% | $79,389+14.4% |
| Participation rate | 76.2% | 61.9%+14.3pp | 69.8%+6.4pp | 70.7%+5.5pp |
| Annual return | 9.41% | 27.08%-17.7pp | 37.79%-28.4pp | 116.89%-107.5pp |
| Employer contribution / active EE | $1,858 | $1,216+52.7% | $2,357-21.2% | $2,428-23.5% |
| Participant deferral / active EE | $4,668 | $2,948+58.3% | $3,850+21.3% | $4,046+15.4% |
| Admin fee / account holder | $587 | $659-10.9% | $6,183-90.5% | $626-6.4% |