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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $96,617 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $39,406 |
LANE GORMAN TRUBITT, PLLC5+ years Service code 10 2626 HOWELL ST STE 700 · DALLAS, TX 75204 | Accounting | $24,393 |
DAVID ROMANO2 years Filed as: DAVID,GLENN,HULL Service code 55 101 SUMMIT AVENUE STE 600 · FT WORTH, TX 76102 | Other Commissions | $16,848 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $9,542 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,539 | $53,565-74.7% | $172,753-92.2% | $82,204-83.5% |
| Participation rate | 13.9% | 69.6%-55.8pp | 82.6%-68.8pp | 73.4%-59.5pp |
| Annual return | 18.82% | 31.42%-12.6pp | 803.00%-784.2pp | 26.31%-7.5pp |
| Employer contribution / active EE | $92 | $1,857-95.0% | $5,144-98.2% | $2,707-96.6% |
| Participant deferral / active EE | $295 | $3,006-90.2% | $5,198-94.3% | $4,246-93.0% |
| Admin fee / account holder | $113 | $61+83.8% | $13,956-99.2% | $76+49.2% |