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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,011 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $18,193 |
Filed as: CLARK SCHAEFER HACKETT & CO Service code 10 10100 INNVOVATION DRIVE · DAYTON, OH 45342 | Accounting | $17,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,269 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
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 | $87,910 | $73,638+19.4% | $95,956-8.4% | $73,493+19.6% |
| Participation rate | 56.3% | 76.2%-19.9pp | 77.1%-20.8pp | 70.7%-14.4pp |
| Annual return | 14.11% | 16.78%-2.7pp | 91.63%-77.5pp | 28.51%-14.4pp |
| Employer contribution / active EE | $361 | $1,863-80.6% | $2,541-85.8% | $2,270-84.1% |
| Participant deferral / active EE | $2,020 | $3,617-44.2% | $4,167-51.5% | $3,740-46.0% |
| Admin fee / account holder | $358 | $482-25.7% | $6,797-94.7% | $513-30.2% |