| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $697,522 |
BROUWER & JANACHOWSKI LLC3 years Service code 16 · EIN 26-1584455 | Consulting | $485,006 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $130,402 |
SANCHEZ & ZURES LLC4 years Service code 26 · EIN 03-0580851 | Advisory (Participants) | $56,901 |
Service code 26 · EIN 56-2541684 | Advisory (Participants) | $40,126 |
LINDQUIST LLP2 years Service code 10 · EIN 52-2385296 | Accounting | $28,500 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 29 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Legal | $27,397 |
ADVICEPERIOD LLC1 year Service code 26 · EIN 90-1031455 | Advisory (Participants) | $24,116 |
Filed as: OLD WEST INVESTMENT MANAGEMENT Service code 26 · EIN 26-3225052 | Advisory (Participants) | $23,064 |
LINSCOMB & WILLIAMS7+ years Service code 26 · EIN 74-1939813 | Advisory (Participants) | $13,042 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $363,512 | $120,450+201.8% | $159,495+127.9% | $93,010+290.8% |
| Participation rate | 94.5% | 78.0%+16.5pp | 82.8%+11.7pp | 73.9%+20.6pp |
| Annual return | 16.87% | 27.11%-10.2pp | 263.72%-246.9pp | 158.70%-141.8pp |
| Employer contribution / active EE | $10,505 | $3,526+198.0% | $4,831+117.4% | $2,705+288.3% |
| Participant deferral / active EE | $14,405 | $7,283+97.8% | $7,354+95.9% | $4,561+215.8% |
| Admin fee / account holder | $415 | $137+203.6% | $10,804-96.2% | $152+173.6% |