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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,452 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $10,000 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,532 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $45,262 | $51,620-12.3% | $90,324-49.9% | $65,186-30.6% |
| Participation rate | 12.1% | 68.6%-56.5pp | 73.3%-61.2pp | 70.2%-58.1pp |
| Annual return | 17.18% | 24.94%-7.8pp | 78.15%-61.0pp | 29.39%-12.2pp |
| Employer contribution / active EE | $552 | $2,235-75.3% | $2,856-80.7% | $2,177-74.7% |
| Participant deferral / active EE | $809 | $2,871-71.8% | $3,885-79.2% | $3,514-77.0% |
| Admin fee / account holder | $1,044 | $384+171.7% | $5,356-80.5% | $847+23.2% |