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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $10,240 |
CARON & BLETZER, PLLC1 year Service code 10 51 CHURCH STREET · KINGSTON, NH 03848 | Accounting | $8,500 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,850 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,264 |
Service code 27 PO BOX 5097 · APPLETON, WI 549125097 | Advisory (Plan) | $972 |
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.
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 | $16,276 | $37,196-56.2% | $154,108-89.4% | $55,725-70.8% |
| Participation rate | 32.6% | 64.1%-31.5pp | 83.0%-50.5pp | 70.9%-38.3pp |
| Annual return | -4.64% | 1319.68%-1324.3pp | 735.21%-739.8pp | 244.93%-249.6pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $765 | $2,068-63.0% | $5,081-84.9% | $3,356-77.2% |
| Admin fee / account holder | $153 | $102+50.7% | $13,411-98.9% | $115+32.9% |