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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $135,533 |
Filed as: IFP ADVISORS INC Service code 27 3030 N ROCKY POINT DR. W STE 700 · TAMPA, FL 33607 | Advisory (Plan) | $57,984 |
PREMIER RETIREMENT PARTNERS3 years Filed as: PREMIER RETIREMENT PARTNERS LLC Service code 13 8040 EXCELSIOR DR STE 401 · MADISON, WI 537172919 | Contract Administrator | $39,997 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $5,799 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,307 | $58,347-70.3% | $85,693-79.8% | $86,813-80.1% |
| Participation rate | 75.7% | 64.9%+10.8pp | 69.9%+5.8pp | 72.3%+3.4pp |
| Annual return | 8.79% | 18.43%-9.6pp | 21.49%-12.7pp | 97.93%-89.1pp |
| Employer contribution / active EE | $2,525 | $1,751+44.2% | $2,618-3.6% | $2,406+4.9% |
| Participant deferral / active EE | $707 | $3,065-76.9% | $3,923-82.0% | $4,131-82.9% |
| Admin fee / account holder | $347 | $147+135.3% | $6,874-95.0% | $170+104.6% |