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| Provider | Service type | Compensation |
|---|---|---|
ARGENT TRUST COMPANY1 year Service code 27 500 E REYNOLDS DR · RUSTON, LA 71270 | Advisory (Plan) | $13,708 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,092 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $76 |
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 | $53,849 | $49,138+9.6% | $84,023-35.9% | $65,186-17.4% |
| Participation rate | 36.4% | 60.7%-24.4pp | 69.0%-32.7pp | 70.2%-33.8pp |
| Annual return | 19.57% | 23.00%-3.4pp | 71.32%-51.7pp | 29.39%-9.8pp |
| Employer contribution / active EE | $472 | $914-48.4% | $1,984-76.2% | $2,177-78.3% |
| Participant deferral / active EE | $1,322 | $2,397-44.9% | $3,239-59.2% | $3,514-62.4% |
| Admin fee / account holder | $416 | $543-23.5% | $6,102-93.2% | $847-50.9% |