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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP8+ years Filed as: ALLIANCE BENEFIT GROUP - ROCKY MTN Service code 15 · EIN 87-0364490 | Recordkeeping | $14,287 |
Filed as: INVESTMENT MANAGEMENT CONSULTANTS Service code 27 · EIN 88-0444272 | Advisory (Plan) | $13,602 |
STOUT, CAUSEY & HORNING, P.A.8+ years Filed as: ELLSWORTH GILLMAN JOHNSON & STOUT Service code 10 · EIN 26-1629859 | Accounting | $8,000 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,790 | $60,989+39.0% | $60,919+39.2% | $66,949+26.6% |
| Participation rate | 55.5% | 74.5%-19.0pp | 73.1%-17.6pp | 69.8%-14.3pp |
| Annual return | -18.02% | -9.60%-8.4pp | 16.96%-35.0pp | 1.57%-19.6pp |
| Employer contribution / active EE | $2,232 | $2,661-16.1% | $2,704-17.4% | $2,545-12.3% |
| Participant deferral / active EE | $3,644 | $3,615+0.8% | $3,814-4.5% | $4,239-14.0% |
| Admin fee / account holder | $492 | $338+45.2% | $3,228-84.8% | $594-17.2% |