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| Provider | Service type | Compensation |
|---|---|---|
STRATAGEM CPA1+ years Filed as: STRATAGEM PC Service code 10 14143 DENVER WEST PKWY STE 450 · LAKEWOOD, CO 80401 | Accounting | $8,000 |
AVANT-GARDE ADVISORS LLC1+ years Service code 27 4600 SOUTH ULSTER STREET · DENVER, CO 80237 | Advisory (Plan) | $6,941 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,762 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $717 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,738 | $59,332-63.4% | $90,223-75.9% | $59,633-63.5% |
| Participation rate | 36.3% | 71.9%-35.7pp | 79.0%-42.8pp | 68.7%-32.4pp |
| Annual return | -3.81% | 3.25%-7.1pp | 1.31%-5.1pp | 2041.45%-2045.3pp |
| Employer contribution / active EE | $669 | $3,031-77.9% | $4,378-84.7% | $2,203-69.6% |
| Participant deferral / active EE | $2,150 | $4,369-50.8% | $5,792-62.9% | $3,192-32.7% |
| Admin fee / account holder | $370 | $5,032-92.7% | $7,406-95.0% | $4,297-91.4% |