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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,739 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 27 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $13,966 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $13,966 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,644 |
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 | $67,859 | $81,474-16.7% | $133,971-49.3% | $73,493-7.7% |
| Participation rate | 98.0% | 76.4%+21.6pp | 79.8%+18.2pp | 70.7%+27.3pp |
| Annual return | 6.43% | 19.40%-13.0pp | 45.09%-38.7pp | 28.51%-22.1pp |
| Employer contribution / active EE | $2,665 | $2,209+20.6% | $3,919-32.0% | $2,270+17.4% |
| Participant deferral / active EE | $6,800 | $3,786+79.6% | $5,047+34.7% | $3,740+81.8% |
| Admin fee / account holder | $416 | $713-41.7% | $8,929-95.3% | $513-18.9% |