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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other Commissions | $10,150 |
COMMONWEALTH FINANCIAL NETWORK1+ years Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $2,031 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: RETIREMENT PLAN CONSULTANTS Service code 13 7647 N. FRESNO STREET, SUITE 102 · FRESNO, CA 93720 | Contract Administrator | $1,917 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,036 | $56,894-22.6% | $84,753-48.0% | $62,881-30.0% |
| Participation rate | 92.9% | 68.5%+24.3pp | 76.6%+16.3pp | 69.3%+23.6pp |
| Annual return | 3.90% | 6.30%-2.4pp | 22.78%-18.9pp | 20.14%-16.2pp |
| Employer contribution / active EE | $5,046 | $2,400+110.3% | $3,574+41.2% | $2,281+121.2% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $374 | $3,581-89.5% | $5,333-93.0% | $4,296-91.3% |