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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,119 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $3,580 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $80,379 | $62,672+28.3% | $185,117-56.6% | $70,126+14.6% |
| Participation rate | 28.7% | 63.8%-35.0pp | 77.3%-48.5pp | 69.5%-40.8pp |
| Annual return | 13.59% | 40.79%-27.2pp | 40.50%-26.9pp | 73.15%-59.6pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,992 | $3,272-39.1% | $5,045-60.5% | $3,332-40.2% |
| Admin fee / account holder | $192 | $3,932-95.1% | $8,159-97.6% | $4,645-95.9% |