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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,070 |
LPL FINANCIAL2 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $5,075 |
SECURITIES AMERICA INC1 year Service code 27 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | Advisory (Plan) | $2,846 |
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.
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 | $29,018 | $48,576-40.3% | $169,452-82.9% | $56,287-48.4% |
| Participation rate | 41.6% | 65.8%-24.2pp | 77.8%-36.2pp | 69.9%-28.3pp |
| Annual return | -5.67% | -2.51%-3.2pp | 1.83%-7.5pp | -9.96%+4.3pp |
| Employer contribution / active EE | $0 | $1,559-100.0% | $4,157-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,668 | $3,275-49.1% | $5,277-68.4% | $3,350-50.2% |
| Admin fee / account holder | $361 | $435-17.0% | $9,110-96.0% | $521-30.7% |