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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $62,074 |
CARON & BLETZER, PLLC1 year Service code 10 51 CHURCH STREET · KINGSTON, NH 03848 | Accounting | $8,500 |
Service code 27 PO BOX 5097 · APPLETON, WI 549125097 | Advisory (Plan) | $6,006 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,898 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,292 |
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 | $67,545 | $47,977+40.8% | $154,108-56.2% | $56,289+20.0% |
| Participation rate | 94.3% | 66.2%+28.1pp | 83.0%+11.2pp | 69.9%+24.4pp |
| Annual return | -1.22% | 3.54%-4.8pp | 735.21%-736.4pp | -9.96%+8.7pp |
| Employer contribution / active EE | $1,802 | $2,169-16.9% | $5,298-66.0% | $2,111-14.6% |
| Participant deferral / active EE | $4,554 | $2,392+90.4% | $5,081-10.4% | $3,350+35.9% |
| Admin fee / account holder | $479 | $438+9.3% | $13,411-96.4% | $521-8.1% |