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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,025 |
LPL FINANCIAL1 year Filed as: FINANCIAL ADVOCATES INVESTMENT MGMT Service code 27 1601 COOPER POINT RD NW · OLYMPIA, WA 98502 | Advisory (Plan) | $21,577 |
SWEENEY CONRAD, P.S.1 year Filed as: SWEENEY CONRAD P.S. Service code 10 2606 116TH AVE STE 200 · BELLEVUE, WA 98004 | Accounting | $10,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,770 |
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.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $32,579 | $75,388-56.8% | $123,552-73.6% | $55,725-41.5% |
| Participation rate | 39.4% | 75.7%-36.3pp | 82.3%-42.9pp | 70.9%-31.4pp |
| Annual return | 10.97% | 4.48%+6.5pp | 119.20%-108.2pp | 244.93%-234.0pp |
| Employer contribution / active EE | $2,415 | $3,063-21.1% | $4,628-47.8% | $2,078+16.2% |
| Participant deferral / active EE | $5,320 | $5,651-5.9% | $6,426-17.2% | $3,356+58.5% |
| Admin fee / account holder | $300 | $120+150.7% | $9,285-96.8% | $115+160.7% |