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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,292 |
Filed as: LOCKTON FINANCIAL ADVISORS Service code 55 | Other Commissions | $23,877 |
Service code 13 8523 SOUTH REDWOOD ROAD · WEST JORDAN, UT 84088 | Contract Administrator | $3,450 |
Filed as: NATIONAL BENEFIT SERVICES Service code 13 | Contract Administrator | $3,139 |
Filed as: LOCKTON FINANCIAL ADVISORS, LLC Service code 55 444 W 47TH ST STE 900 · KANSAS CITY, MO 64112 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $6,256 | $52,293-88.0% | $178,498-96.5% | $73,412-91.5% |
| Participation rate | 54.4% | 65.3%-11.0pp | 81.9%-27.5pp | 72.2%-17.8pp |
| Annual return | 29.47% | 34.75%-5.3pp | 151.09%-121.6pp | 59.30%-29.8pp |
| Employer contribution / active EE | $795 | $1,735-54.2% | $5,011-84.1% | $2,234-64.4% |
| Participant deferral / active EE | $1,143 | $2,332-51.0% | $5,202-78.0% | $3,806-70.0% |
| Admin fee / account holder | $30 | $127-76.2% | $13,985-99.8% | $158-80.8% |