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| Provider | Service type | Compensation |
|---|---|---|
BKD, LLP1+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 440 MONTICELLO AVE STE 1400 · NORFOLK, VA 23510 | Accounting | $17,200 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,055 |
CETERA ADVISOR NETWORKS LLC1+ years Service code 55 200 N PACIFIC COAST HWY · EL SEGUNDO, CA 902455670 | Other Commissions | $4,403 |
Service code 99 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Other Fees | $798 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $739 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,909 | $49,138-71.7% | $84,023-83.4% | $65,186-78.7% |
| Participation rate | 49.5% | 60.7%-11.3pp | 69.0%-19.5pp | 70.2%-20.7pp |
| Annual return | 13.76% | 23.00%-9.2pp | 71.32%-57.6pp | 29.39%-15.6pp |
| Employer contribution / active EE | $313 | $914-65.7% | $1,984-84.2% | $2,177-85.6% |
| Participant deferral / active EE | $1,760 | $2,397-26.6% | $3,239-45.7% | $3,514-49.9% |
| Admin fee / account holder | $310 | $543-43.0% | $6,102-94.9% | $847-63.4% |