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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $11,001 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,238 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,859 |
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.
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 | $49,308 | $62,132-20.6% | $185,861-73.5% | $73,497-32.9% |
| Participation rate | 75.2% | 67.8%+7.4pp | 78.0%-2.8pp | 70.7%+4.6pp |
| Annual return | 10.60% | 20.44%-9.8pp | 35.96%-25.4pp | 28.51%-17.9pp |
| Employer contribution / active EE | $1,369 | $1,681-18.6% | $4,088-66.5% | $2,270-39.7% |
| Participant deferral / active EE | $2,676 | $3,711-27.9% | $5,634-52.5% | $3,740-28.4% |
| Admin fee / account holder | $306 | $419-27.0% | $9,503-96.8% | $513-40.4% |