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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,950 |
M HOLDINGS SECURITIES INC1+ years Service code 55 PO BOX 2207 · PORTLAND, OR 97208 | Other Commissions | $32,099 |
PETRINOVICH PUGH & COMPANY, LLP1+ years Service code 10 333 W SANTA CLARA ST STE 830 · SAN JOSE, CA 95113 | Accounting | $7,000 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,164 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
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 | $61,922 | $70,002-11.5% | $115,038-46.2% | $52,331+18.3% |
| Participation rate | 52.4% | 72.1%-19.7pp | 81.4%-28.9pp | 68.1%-15.7pp |
| Annual return | -0.12% | 4.04%-4.2pp | 26.14%-26.3pp | 4.54%-4.7pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $6,133 | $4,920+24.7% | $6,026+1.8% | $3,022+102.9% |
| Admin fee / account holder | $374 | $566-34.0% | $8,175-95.4% | $592-36.8% |