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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,472 |
ARGENT TRUST COMPANY3 years Service code 27 500 E REYNOLDS DR · RUSTON, LA 71270 | Advisory (Plan) | $9,991 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $911 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $760 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,696 | $59,220+17.7% | $96,572-27.8% | $79,389-12.2% |
| Participation rate | 34.0% | 61.9%-27.9pp | 69.8%-35.8pp | 70.7%-36.7pp |
| Annual return | 13.10% | 27.08%-14.0pp | 37.79%-24.7pp | 116.89%-103.8pp |
| Employer contribution / active EE | $606 | $1,216-50.1% | $2,357-74.3% | $2,428-75.0% |
| Participant deferral / active EE | $1,834 | $2,948-37.8% | $3,850-52.3% | $4,046-54.7% |
| Admin fee / account holder | $447 | $659-32.2% | $6,183-92.8% | $626-28.7% |