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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $83,616 |
CARON & BLETZER, PLLC4 years Service code 10 1 LIBRARY LN · KINGSTON, NH 03848 | Accounting | $8,900 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,254 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,857 | $61,166+76.3% | $185,849-42.0% | $79,391+35.9% |
| Participation rate | 94.3% | 66.6%+27.7pp | 81.7%+12.6pp | 70.7%+23.6pp |
| Annual return | 10.84% | 19.45%-8.6pp | 122.10%-111.3pp | 116.88%-106.0pp |
| Employer contribution / active EE | $2,039 | $2,321-12.1% | $5,169-60.5% | $2,428-16.0% |
| Participant deferral / active EE | $5,590 | $2,789+100.4% | $5,569+0.4% | $4,046+38.2% |
| Admin fee / account holder | $401 | $710-43.5% | $16,244-97.5% | $627-36.0% |