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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $61,913 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $26,132 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $23,448 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,887 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,381 | $80,753-37.6% | $136,298-63.0% | $62,293-19.1% |
| Participation rate | 70.0% | 73.5%-3.5pp | 81.9%-11.9pp | 69.5%+0.5pp |
| Annual return | 14.37% | 35.83%-21.5pp | 5156.27%-5141.9pp | 28.90%-14.5pp |
| Employer contribution / active EE | $1,459 | $2,884-49.4% | $4,696-68.9% | $2,042-28.6% |
| Participant deferral / active EE | $7,751 | $5,164+50.1% | $6,247+24.1% | $3,169+144.6% |
| Admin fee / account holder | $501 | $525-4.6% | $9,244-94.6% | $479+4.6% |