Filed January 13, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GENEOS WEALTH MANAGEMENT Service code 27 9055 E. MINERAL CR. STREET · CENTENNIAL, CO 80112 | Advisory (Plan) | $12,540 |
Service code 64 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $8,540 |
Filed as: MEEDER ADVISORY SERVICES, INC. Service code 99 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Other Fees | $3,668 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $308 |
Filed as: DEMARS PENSION CONSULTING SERVICES, Service code 13 · EIN 48-0890241 | Contract Administrator | $200 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,019 | $59,220-7.1% | $96,572-43.0% | $79,389-30.7% |
| Participation rate | 38.5% | 61.9%-23.4pp | 69.8%-31.3pp | 70.7%-32.2pp |
| Annual return | 14.49% | 27.08%-12.6pp | 37.79%-23.3pp | 116.89%-102.4pp |
| Employer contribution / active EE | $934 | $1,216-23.2% | $2,357-60.4% | $2,428-61.5% |
| Participant deferral / active EE | $1,492 | $2,948-49.4% | $3,850-61.2% | $4,046-63.1% |
| Admin fee / account holder | $493 | $659-25.1% | $6,183-92.0% | $626-21.3% |