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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,214 |
MAXUS PLAN SOLUTIONS3+ years Service code 15 · EIN 45-4012897 13850 BALLANTYNE CORPORATE PL · CHARLOTTE, NC 28277 | Recordkeeping | $5,181 |
Filed as: ADVISED ASSETS GROUP,LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,210 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,692 | $95,415-47.9% | $185,851-73.3% | $85,851-42.1% |
| Participation rate | 87.6% | 68.8%+18.9pp | 81.7%+5.9pp | 69.3%+18.3pp |
| Annual return | 11.48% | 23.59%-12.1pp | 122.11%-110.6pp | 318.63%-307.2pp |
| Employer contribution / active EE | $1,605 | $3,314-51.6% | $5,168-69.0% | $2,565-37.5% |
| Participant deferral / active EE | $4,435 | $3,424+29.5% | $5,569-20.4% | $3,952+12.2% |
| Admin fee / account holder | $317 | $7,215-95.6% | $16,245-98.0% | $6,261-94.9% |