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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $21,520 |
KB ACTUARIAL, INC.3+ years Service code 13 | Contract Administrator | $6,706 |
Filed as: GREAT WEST LIFE & ANNUITY INSUANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,450 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $827 |
KB ACTUARIAL, INC.3+ years Filed as: KB ACTUARIAL, INC Service code 13 PO BOX 9626 · REDLANDS, CA 92375 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,158 | $63,156-22.2% | $122,354-59.8% | $62,293-21.1% |
| Participation rate | 52.2% | 60.0%-7.8pp | 71.6%-19.4pp | 69.5%-17.3pp |
| Annual return | 14.78% | 20.61%-5.8pp | 30.28%-15.5pp | 28.90%-14.1pp |
| Employer contribution / active EE | $478 | $1,385-65.5% | $4,051-88.2% | $2,042-76.6% |
| Participant deferral / active EE | $1,318 | $2,321-43.2% | $3,287-59.9% | $3,169-58.4% |
| Admin fee / account holder | $13 | $440-97.0% | $5,479-99.8% | $479-97.2% |