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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,485 |
Service code 55 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Other Commissions | $15,988 |
THE BENEFIT PRACTICE2 years Service code 13 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Contract Administrator | $5,897 |
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.
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 | $58,482 | $63,114-7.3% | $92,909-37.1% | $65,185-10.3% |
| Participation rate | 64.9% | 68.8%-3.9pp | 76.0%-11.1pp | 70.2%-5.3pp |
| Annual return | 1.29% | 28.75%-27.5pp | 109.44%-108.2pp | 29.38%-28.1pp |
| Employer contribution / active EE | $889 | $2,571-65.4% | $3,653-75.7% | $2,177-59.2% |
| Participant deferral / active EE | $3,836 | $3,108+23.4% | $4,238-9.5% | $3,514+9.2% |
| Admin fee / account holder | $359 | $624-42.5% | $5,795-93.8% | $847-57.7% |