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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,559 |
LPL FINANCIAL3 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $24,603 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,869 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $63,558 | $89,367-28.9% | $141,191-55.0% | $72,975-12.9% |
| Participation rate | 73.2% | 75.1%-1.9pp | 82.5%-9.3pp | 69.5%+3.7pp |
| Annual return | 20.68% | 111.87%-91.2pp | 71.41%-50.7pp | 81.01%-60.3pp |
| Employer contribution / active EE | $1,552 | $3,115-50.2% | $4,736-67.2% | $2,440-36.4% |
| Participant deferral / active EE | $8,517 | $5,419+57.2% | $6,710+26.9% | $3,608+136.1% |
| Admin fee / account holder | $642 | $5,957-89.2% | $10,264-93.7% | $5,124-87.5% |