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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $43,965 |
LPL FINANCIAL1 year Filed as: NEXT FINANCIAL GROUP INC Service code 55 2500 WILCREST DR 620 · HOUSTON, TX 77042 | Other Commissions | $23,104 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $5,715 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,208 | $59,267+16.8% | $96,575-28.3% | $79,393-12.8% |
| Participation rate | 54.5% | 61.9%-7.3pp | 69.8%-15.3pp | 70.7%-16.2pp |
| Annual return | 11.68% | 27.08%-15.4pp | 37.79%-26.1pp | 116.87%-105.2pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,357-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,914 | $2,947-35.0% | $3,849-50.3% | $4,046-52.7% |
| Admin fee / account holder | $344 | $659-47.7% | $6,182-94.4% | $627-45.1% |