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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,187 |
Service code 27 3030 N ROCKY POINT DR W, SUITE 700 · TAMPA, FL 33607 | Advisory (Plan) | $4,537 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,461 |
PENSIONMARK FINANCIAL GROUP LLC1+ years Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $3,421 |
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.)
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 | $31,939 | $43,550-26.7% | $63,244-49.5% | $52,331-39.0% |
| Participation rate | 62.5% | 65.7%-3.2pp | 71.0%-8.5pp | 68.1%-5.6pp |
| Annual return | -1.72% | 2.03%-3.8pp | -70.31%+68.6pp | 4.54%-6.3pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,322-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,716 | $2,254-23.9% | $2,953-41.9% | $3,022-43.2% |
| Admin fee / account holder | $474 | $387+22.5% | $5,893-92.0% | $592-19.9% |