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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,180 |
Service code 27 111 E KILBOURN AVE, SUITE 1600 · MILWAUKEE, WI 53202 | Advisory (Plan) | $28,831 |
RSM US LLP5+ years Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $10,000 |
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 | $136,883 | $65,376+109.4% | $87,102+57.2% | $65,185+110.0% |
| Participation rate | 94.4% | 75.3%+19.0pp | 76.9%+17.5pp | 70.2%+24.2pp |
| Annual return | 17.88% | 31.27%-13.4pp | 28.19%-10.3pp | 29.38%-11.5pp |
| Employer contribution / active EE | $1,030 | $1,822-43.5% | $2,521-59.1% | $2,177-52.7% |
| Participant deferral / active EE | $4,196 | $3,388+23.8% | $4,048+3.6% | $3,514+19.4% |
| Admin fee / account holder | $346 | $520-33.5% | $7,491-95.4% | $847-59.2% |