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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,820 |
Service code 27 3030 N ROCKY POINT DR W STE 700 · TAMPA, FL 33607 | Advisory (Plan) | $57,094 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,062 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $5,919 |
Filed as: REA & ASSOCIATES INC Service code 13 PO BOX 1020 · NEW PHILADELPHIA, OH 44663 | Contract Administrator | $2,475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,524 | $73,125-55.5% | $125,180-74.0% | $77,775-58.2% |
| Participation rate | 55.0% | 79.4%-24.4pp | 79.8%-24.8pp | 73.2%-18.2pp |
| Annual return | 27.70% | 24.71%+3.0pp | 43.79%-16.1pp | 32.58%-4.9pp |
| Employer contribution / active EE | $957 | $2,413-60.3% | $3,866-75.2% | $2,504-61.8% |
| Participant deferral / active EE | $2,879 | $3,966-27.4% | $4,937-41.7% | $3,966-27.4% |
| Admin fee / account holder | $178 | $89+99.3% | $9,703-98.2% | $100+78.0% |