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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $94,705 |
LPL FINANCIAL3 years Filed as: FINANCIAL ADVOCATES INVESTMENT MGMT Service code 27 1601 COOPER POINT RD NW · OLYMPIA, WA 98502 | Advisory (Plan) | $29,821 |
HUNNEX AND SHOEMAKER, INC.2 years Service code 13 · EIN 91-1072394 | Contract Administrator | $17,056 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,672 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,771 | $100,801-55.6% | $149,715-70.1% | $73,412-39.0% |
| Participation rate | 61.8% | 77.7%-15.8pp | 82.5%-20.6pp | 72.2%-10.3pp |
| Annual return | 98.82% | 265.34%-166.5pp | 276.66%-177.8pp | 59.30%+39.5pp |
| Employer contribution / active EE | $1,102 | $3,312-66.7% | $4,645-76.3% | $2,234-50.7% |
| Participant deferral / active EE | $5,131 | $6,404-19.9% | $6,842-25.0% | $3,806+34.8% |
| Admin fee / account holder | $181 | $181-0.1% | $9,310-98.1% | $158+14.4% |