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| Provider | Service type | Compensation |
|---|---|---|
COLUMBIA ADVISORY PARTNERS, LLC1+ years Service code 27 111 E LINCOLN RD #5 · SPOKANE, WA 99208 | Advisory (Plan) | $16,424 |
NEWPORT GROUP, INC.1+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $16,083 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $8,716 |
VICKERMAN & DRISCOLL FINANCIAL1+ years Service code 27 · EIN 91-1829901 | Advisory (Plan) | $8,314 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,790 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $819 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $87,575 | $73,102+19.8% | $123,553-29.1% | $56,289+55.6% |
| Participation rate | 62.0% | 74.3%-12.3pp | 82.3%-20.3pp | 69.9%-7.8pp |
| Annual return | -4.89% | 3.01%-7.9pp | 119.21%-124.1pp | -9.96%+5.1pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $6,758 | $5,423+24.6% | $6,426+5.2% | $3,350+101.7% |
| Admin fee / account holder | $409 | $554-26.1% | $9,284-95.6% | $521-21.4% |