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| Provider | Service type | Compensation |
|---|---|---|
BAS PARTNERS5 years Service code 10 15800 PINES BLVD STE 300 · PEMBROKE PINES, FL 330271212 | Accounting | $3,200 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,194 |
Service code 13 6300 BRIDGE POINT PKWY · AUSTIN, TX 78730 | Contract Administrator | $3,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,233 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $8,650 | $79,694-89.1% | $96,171-91.0% | $79,391-89.1% |
| Participation rate | 54.9% | 54.0%+0.9pp | 68.4%-13.6pp | 70.7%-15.9pp |
| Annual return | 11.09% | 40.84%-29.8pp | 192.04%-181.0pp | 116.88%-105.8pp |
| Employer contribution / active EE | $25 | $1,443-98.3% | $2,799-99.1% | $2,428-99.0% |
| Participant deferral / active EE | $1,838 | $2,539-27.6% | $4,350-57.8% | $4,046-54.6% |
| Admin fee / account holder | $58 | $630-90.7% | $5,538-98.9% | $627-90.7% |