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| Provider | Service type | Compensation |
|---|---|---|
DAVID ROMANO7+ years Filed as: DAVID A SIMON Service code 27 SRS CAPITAL ADVISORS · DENVER, CO 80202 | Advisory (Plan) | $12,863 |
EPLAN ADVISORS, LLC4 years Service code 17 · EIN 36-1543746 | Pension Consulting | $8,480 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,476 | $21,287+80.7% | - | $68,495-43.8% |
| Participation rate | 47.4% | 40.3%+7.1pp | - | 67.9%-20.5pp |
| Annual return | -15.18% | -16.24%+1.1pp | - | -7.84%-7.3pp |
| Employer contribution / active EE | $0 | $1,123-100.0% | - | $2,596-100.0% |
| Participant deferral / active EE | $1,541 | $1,533+0.5% | - | $4,028-61.7% |
| Admin fee / account holder | $335 | $2,220-84.9% | - | $5,403-93.8% |