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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,770 |
HOGANTAYLOR LLP2+ years Service code 10 DEPT #308 PO BOX 21568 · TULSA, OK 74121 | Accounting | $12,500 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 99 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Other Fees | $6,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,441 |
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 | $41,304 | $42,546-2.9% | $71,796-42.5% | $55,167-25.1% |
| Participation rate | 45.5% | 59.1%-13.6pp | 69.1%-23.6pp | 69.0%-23.5pp |
| Annual return | 8.01% | 12.36%-4.3pp | 78.04%-70.0pp | 169.23%-161.2pp |
| Employer contribution / active EE | $623 | $803-22.4% | $1,924-67.6% | $1,963-68.3% |
| Participant deferral / active EE | $1,154 | $2,064-44.1% | $2,794-58.7% | $3,054-62.2% |
| Admin fee / account holder | $458 | $650-29.5% | $4,815-90.5% | $504-9.1% |