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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $54,993 |
THE BOSWORTH COMPANY, LTD1+ years Service code 25 · EIN 75-1012121 | Directed Trustee | $17,391 |
Filed as: PENTEC PENSION MGMT GROUP, INC. Service code 15 | Recordkeeping | $12,657 |
Filed as: PENTEC PENSION MGMT Service code 15 · EIN 75-2776689 | Recordkeeping | $9,417 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,800 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,104 | $50,498-18.6% | $75,784-45.8% | $55,191-25.5% |
| Participation rate | 92.6% | 69.4%+23.2pp | 75.8%+16.8pp | 69.2%+23.5pp |
| Annual return | -3.64% | 1.80%-5.4pp | 9.68%-13.3pp | 10.78%-14.4pp |
| Employer contribution / active EE | $1,627 | $2,291-29.0% | $3,323-51.0% | $1,899-14.3% |
| Participant deferral / active EE | $4,172 | $2,589+61.2% | $3,652+14.3% | $3,046+37.0% |
| Admin fee / account holder | $237 | $123+92.2% | $5,300-95.5% | $91+160.5% |