Filed November 13, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $63,318 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $30,000 |
Service code 99 PO BOX 193730 · SAN FRANCISCO, CA 94119 | Other Fees | $17,200 |
MOSS ADAMS LLP1 year Service code 10 PO BOX 101822 · PASADENA, CA 911891822 | Accounting | $12,400 |
Employer 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,172 | $70,879+62.5% | $189,575-39.2% | $79,391+45.1% |
| Participation rate | 86.5% | 68.0%+18.6pp | 78.4%+8.1pp | 70.7%+15.8pp |
| Annual return | 13.12% | 20.70%-7.6pp | 64.19%-51.1pp | 116.88%-103.8pp |
| Employer contribution / active EE | $2 | $1,806-99.9% | $4,412-100.0% | $2,428-99.9% |
| Participant deferral / active EE | $4,677 | $4,081+14.6% | $6,174-24.2% | $4,046+15.6% |
| Admin fee / account holder | $492 | $647-24.1% | $9,806-95.0% | $627-21.5% |