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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,946 |
MOSS ADAMS LLP1 year Service code 99 PO BOX 101822 · PASADENA, CA 911891822 | Other Fees | $11,674 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $9,677 |
Filed as: PENSION FINANCIAL SERVICES, INC Service code 13 | Contract Administrator | $2,005 |
PENSION FINANCIAL SERVICES, INC.3+ years Filed as: PENSION FINANCIAL SERVICES INC. Service code 13 3700 CRESTWOOD PARKWAY · DULUTH, GA 30096 | Contract Administrator | $975 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,181 | $52,279-51.8% | $89,435-71.8% | $79,856-68.5% |
| Participation rate | 84.2% | 57.5%+26.7pp | 68.0%+16.2pp | 69.6%+14.6pp |
| Annual return | 3.20% | 22.16%-19.0pp | 245.55%-242.4pp | 31.71%-28.5pp |
| Employer contribution / active EE | $740 | $1,572-52.9% | $2,587-71.4% | $2,471-70.1% |
| Participant deferral / active EE | $5,285 | $2,740+92.9% | $3,890+35.8% | $3,741+41.3% |
| Admin fee / account holder | $458 | $3,356-86.4% | $4,884-90.6% | $5,306-91.4% |