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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,754 |
IMA WEALTH INC3 years Service code 55 8200 E 32ND ST N STE 100 · WICHITA, KS 67226 | Other Commissions | $13,932 |
GOLDLEAF PARTNERS3 years Filed as: GOLDLEAF PARTNERS EMPLOYER SERVICES Service code 13 8009 34TH AVE S · MINNEAPOLIS, MN 55425 | Contract Administrator | $8,622 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,523 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $73,598 | $69,383+6.1% | $101,264-27.3% | $73,493+0.1% |
| Participation rate | 44.3% | 68.4%-24.1pp | 75.8%-31.5pp | 70.7%-26.4pp |
| Annual return | 11.94% | 18.46%-6.5pp | 46.48%-34.5pp | 28.51%-16.6pp |
| Employer contribution / active EE | $2,022 | $2,628-23.1% | $3,660-44.8% | $2,270-10.9% |
| Participant deferral / active EE | $2,741 | $3,301-17.0% | $4,370-37.3% | $3,740-26.7% |
| Admin fee / account holder | $438 | $704-37.7% | $5,947-92.6% | $513-14.6% |