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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,681 |
ARGENT TRUST COMPANY2 years Service code 27 500 E REYNOLDS DR · RUSTON, LA 71270 | Advisory (Plan) | $7,585 |
Service code 99 8400 WESTPARK DR · MCLEAN, VA 22102 | Other Fees | $3,478 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $580 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $364 |
Service code 99 12 GILL ST STE 2600 · WOBURN, MA 01801 | Other Fees | $362 |
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 | $66,876 | $54,573+22.5% | $90,970-26.5% | $73,497-9.0% |
| Participation rate | 32.6% | 61.2%-28.5pp | 69.0%-36.4pp | 70.7%-38.1pp |
| Annual return | 15.94% | 16.69%-0.7pp | 134.60%-118.7pp | 28.51%-12.6pp |
| Employer contribution / active EE | $416 | $991-58.0% | $2,122-80.4% | $2,270-81.7% |
| Participant deferral / active EE | $1,511 | $2,517-40.0% | $3,373-55.2% | $3,740-59.6% |
| Admin fee / account holder | $383 | $521-26.5% | $5,961-93.6% | $513-25.3% |