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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4800 DEER LAKE DRIVE · JACKSONVILLE, FL 32246 | Advisory (Plan) | $51,383 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,655 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,949 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS, INC. Service code 13 200 DRYDEN ROAD · DRESHER, PA 19025 | Contract Administrator | $11,804 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,844 | $73,638-32.3% | $95,960-48.1% | $73,493-32.2% |
| Participation rate | 93.8% | 76.2%+17.6pp | 77.1%+16.7pp | 70.7%+23.1pp |
| Annual return | 8.46% | 16.78%-8.3pp | 91.63%-83.2pp | 28.51%-20.1pp |
| Employer contribution / active EE | $1,582 | $1,863-15.1% | $2,541-37.7% | $2,270-30.3% |
| Participant deferral / active EE | $3,923 | $3,617+8.5% | $4,167-5.9% | $3,740+4.9% |
| Admin fee / account holder | $380 | $482-21.2% | $6,797-94.4% | $513-26.0% |