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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,228 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $11,891 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,440 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,511 | $70,002-53.6% | $115,038-71.7% | $52,331-37.9% |
| Participation rate | 58.0% | 72.1%-14.1pp | 81.4%-23.4pp | 68.1%-10.1pp |
| Annual return | 37.48% | 4.04%+33.4pp | 26.14%+11.3pp | 4.54%+32.9pp |
| Employer contribution / active EE | $1,986 | $2,715-26.9% | $4,608-56.9% | $1,882+5.5% |
| Participant deferral / active EE | $5,848 | $4,920+18.9% | $6,026-3.0% | $3,022+93.5% |
| Admin fee / account holder | $216 | $566-61.9% | $8,175-97.4% | $592-63.5% |