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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,655 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $13,154 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,492 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,496 | $42,582-44.8% | $171,082-86.3% | $57,658-59.2% |
| Participation rate | 22.0% | 63.9%-41.9pp | 76.7%-54.7pp | 70.2%-48.2pp |
| Annual return | 10.66% | 308.67%-298.0pp | 32.56%-21.9pp | 5.13%+5.5pp |
| Employer contribution / active EE | $533 | $1,306-59.2% | $4,002-86.7% | $1,974-73.0% |
| Participant deferral / active EE | $969 | $2,933-67.0% | $4,797-79.8% | $3,061-68.4% |
| Admin fee / account holder | $126 | $82+53.1% | $8,520-98.5% | $95+33.3% |