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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,391 |
CAMPERO USA CORP.1 year Service code 99 5420 LBJ FREEWAY STE 950 · DALLAS, TX 75240 | Other Fees | $10,000 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 55 444 W 47TH ST STE 900 · KANSAS CITY, MO 64112 | Other Commissions | $4,663 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,781 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $19,028 | $23,385-18.6% | $69,182-72.5% | $57,658-67.0% |
| Participation rate | 14.4% | 37.9%-23.5pp | 55.1%-40.7pp | 70.2%-55.8pp |
| Annual return | 1.67% | -659.34%+661.0pp | -21.93%+23.6pp | 5.13%-3.5pp |
| Employer contribution / active EE | $382 | $422-9.6% | $1,206-68.3% | $1,974-80.6% |
| Participant deferral / active EE | $484 | $843-42.6% | $1,897-74.5% | $3,061-84.2% |
| Admin fee / account holder | $439 | $82+435.2% | $2,697-83.7% | $95+364.9% |