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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $178,187 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $50,064 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE TAX LLP Service code 13 PO BOX 2079 · CAROL STREAM, IL 601322079 | Contract Administrator | $23,358 |
MILLER COOPER & CO LTD1 year Service code 10 1751 LAKE COOK RD STE 400 · DEERFIELD, IL 60015 | Accounting | $22,750 |
BRADY MARTZ & ASSOCIATES1 year Filed as: BRADY MARTZ & ASSOCIATES PC Service code 10 900 E BROADWAY AVE · BISMARCK, ND 58501 | Accounting | $11,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,822 | $114,195-42.4% | $106,551-38.2% | $93,010-29.2% |
| Participation rate | 60.2% | 86.4%-26.2pp | 76.1%-16.0pp | 73.9%-13.7pp |
| Annual return | 16.38% | 22.18%-5.8pp | 26.80%-10.4pp | 158.70%-142.3pp |
| Employer contribution / active EE | $1,422 | $4,009-64.5% | $2,819-49.6% | $2,705-47.4% |
| Participant deferral / active EE | $2,439 | $5,908-58.7% | $4,398-44.5% | $4,561-46.5% |
| Admin fee / account holder | $195 | $105+86.1% | $7,408-97.4% | $152+28.5% |