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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,026 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $21,442 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,167 |
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 | $43,060 | $75,183-42.7% | $123,894-65.2% | $55,167-21.9% |
| Participation rate | 67.3% | 72.8%-5.5pp | 81.4%-14.1pp | 69.0%-1.7pp |
| Annual return | 64.97% | 19.01%+46.0pp | 47.52%+17.5pp | 169.23%-104.3pp |
| Employer contribution / active EE | $1,643 | $2,823-41.8% | $4,617-64.4% | $1,963-16.3% |
| Participant deferral / active EE | $6,556 | $5,084+28.9% | $5,984+9.6% | $3,054+114.7% |
| Admin fee / account holder | $268 | $663-59.5% | $8,357-96.8% | $504-46.8% |