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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,779 |
IMA WEALTH INC4 years Service code 55 8200 E 32ND ST N STE 100 · WICHITA, KS 67226 | Other Commissions | $15,726 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $730 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,045 | $53,901-18.3% | $134,155-67.2% | $73,493-40.1% |
| Participation rate | 30.9% | 62.8%-32.0pp | 72.2%-41.3pp | 70.7%-39.8pp |
| Annual return | 15.12% | 15.82%-0.7pp | 36.34%-21.2pp | 28.51%-13.4pp |
| Employer contribution / active EE | $941 | $1,458-35.5% | $3,705-74.6% | $2,270-58.5% |
| Participant deferral / active EE | $803 | $2,739-70.7% | $3,500-77.1% | $3,740-78.5% |
| Admin fee / account holder | $397 | $581-31.6% | $6,685-94.1% | $513-22.6% |