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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,605 |
MAXUS PLAN SOLUTIONS4+ years Service code 15 · EIN 45-4012897 13850 BALLANTYNE CORPORATE PL · CHARLOTTE, NC 28277 | Recordkeeping | $15,861 |
Filed as: ADVISED ASSETS GROUP,LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,161 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,594 | $65,061-13.0% | $143,757-60.6% | $66,914-15.4% |
| Participation rate | 68.0% | 65.2%+2.8pp | 80.3%-12.3pp | 69.8%-1.8pp |
| Annual return | -16.17% | -11.14%-5.0pp | -0.04%-16.1pp | 1.58%-17.8pp |
| Employer contribution / active EE | $1,465 | $2,361-37.9% | $4,951-70.4% | $2,544-42.4% |
| Participant deferral / active EE | $4,284 | $2,919+46.8% | $5,637-24.0% | $4,237+1.1% |
| Admin fee / account holder | $518 | $502+3.3% | $14,673-96.5% | $593-12.6% |