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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,171 |
TRIBECA FINANCIAL LLC2 years Service code 27 1635 N GREENFIELD RD STE 115 · MESA, AZ 85205 | Advisory (Plan) | $7,874 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,848 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $51,828 | $81,474-36.4% | $133,971-61.3% | $73,493-29.5% |
| Participation rate | 32.0% | 76.4%-44.4pp | 79.8%-47.9pp | 70.7%-38.7pp |
| Annual return | 13.53% | 19.40%-5.9pp | 45.09%-31.6pp | 28.51%-15.0pp |
| Employer contribution / active EE | $562 | $2,209-74.6% | $3,919-85.7% | $2,270-75.2% |
| Participant deferral / active EE | $1,185 | $3,786-68.7% | $5,047-76.5% | $3,740-68.3% |
| Admin fee / account holder | $350 | $713-50.9% | $8,929-96.1% | $513-31.8% |