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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $55,606 |
MILLER COOPER & CO LTD2 years Service code 10 1751 LAKE COOK RD STE 400 · DEERFIELD, IL 60015 | Accounting | $17,700 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,325 |
FIDUCIARY INVESTMENT ADVISORS3+ years Filed as: FIDUCIARY OUTSOURCING LLC Service code 99 2225 W WHISPERING WIND DR STE 201 · PHOENIX, AZ 85085 | Other Fees | -$480 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,888 | $122,114-94.4% | $96,171-92.8% | $101,555-93.2% |
| Participation rate | 8.6% | 40.2%-31.5pp | 68.4%-59.8pp | 74.5%-65.9pp |
| Annual return | 25.91% | 22.60%+3.3pp | 192.04%-166.1pp | 21.00%+4.9pp |
| Employer contribution / active EE | $42 | $938-95.5% | $2,799-98.5% | $2,972-98.6% |
| Participant deferral / active EE | $136 | $2,166-93.7% | $4,350-96.9% | $4,874-97.2% |
| Admin fee / account holder | $84 | $1,652-94.9% | $5,538-98.5% | $139-39.5% |