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| Provider | Service type | Compensation |
|---|---|---|
Filed as: OSBORNE & ASSOCIATES INC. Service code 13 · EIN 77-0573145 4216 KIERNAN AVE., SUTIE 201 · MODESTO, CA 95356 | Contract Administrator | $60,047 |
Filed as: MERRILL LYNCH PIERCE PENNER & SMITH Service code 27 · EIN 91-1325756 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $57,094 |
Filed as: ADVISED ASSETS GROUP Service code 28 · EIN 84-1532243 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $28,016 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILAGE, CO 80111 | Recordkeeping Fees | $21,146 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 PO BOX 748369 · LOS ANGELES, CA 900748369 | Accounting | $12,017 |
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 | $101,975 | $66,601+53.1% | $92,909+9.8% | $67,579+50.9% |
| Participation rate | 81.1% | 72.5%+8.6pp | 76.0%+5.1pp | 71.3%+9.8pp |
| Annual return | 15.50% | 92.58%-77.1pp | 109.44%-93.9pp | 378.56%-363.1pp |
| Employer contribution / active EE | $2,564 | $2,775-7.6% | $3,653-29.8% | $2,148+19.4% |
| Participant deferral / active EE | $4,703 | $3,157+49.0% | $4,238+11.0% | $3,539+32.9% |
| Admin fee / account holder | $344 | $199+72.9% | $5,795-94.1% | $142+141.8% |