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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $55,698 |
PENTEGRA SERVICES, INC.5 years Filed as: PENTEGRA SERVICES INC Service code 13 6830 COMMERCE CT DR · BLACKLICK, OH 430049297 | Contract Administrator | $35,403 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $29,540 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,893 |
PLANCHECK(K) CPAS LLC4 years Service code 10 501 MORRISON RD STE 201 · COLUMBUS, OH 43230 | Accounting | $954 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,159 | $50,287+25.6% | $112,273-43.7% | $80,157-21.2% |
| Participation rate | 26.8% | 52.9%-26.1pp | 72.4%-45.6pp | 72.9%-46.1pp |
| Annual return | 21.68% | 19.72%+2.0pp | 30.23%-8.5pp | 40.39%-18.7pp |
| Employer contribution / active EE | $534 | $1,211-55.9% | $3,431-84.5% | $2,977-82.1% |
| Participant deferral / active EE | $1,821 | $2,265-19.6% | $4,800-62.1% | $5,015-63.7% |
| Admin fee / account holder | $328 | $116+182.7% | $7,752-95.8% | $145+126.5% |