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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $22,027 |
CARON & BLETZER, PLLC2 years Service code 10 51 CHURCH STREET · KINGSTON, NH 03848 | Accounting | $4,550 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,341 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $2,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,876 | $53,901+22.2% | $134,162-50.9% | $73,497-10.4% |
| Participation rate | 38.5% | 62.8%-24.3pp | 72.2%-33.7pp | 70.7%-32.1pp |
| Annual return | 11.14% | 15.82%-4.7pp | 36.35%-25.2pp | 28.51%-17.4pp |
| Employer contribution / active EE | $616 | $1,458-57.8% | $3,705-83.4% | $2,270-72.9% |
| Participant deferral / active EE | $1,024 | $2,739-62.6% | $3,500-70.7% | $3,740-72.6% |
| Admin fee / account holder | $366 | $581-36.9% | $6,685-94.5% | $513-28.7% |