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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $10,247 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,350 |
PENSYS, INC.1 year Filed as: PENSYS INC Service code 13 · EIN 68-0348235 2440 PROFESSIONAL DRIVE SUITE 100 · ROSEVILLE, CA 95661 | Contract Administrator | $1,932 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 509026 · SAN DEIGO, CA 92150 | Advisory (Plan) | $1,791 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $37 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $45,135 | $64,909-30.5% | $82,312-45.2% | $62,293-27.5% |
| Participation rate | 50.8% | 74.9%-24.1pp | 76.9%-26.1pp | 69.5%-18.7pp |
| Annual return | 14.15% | 21.18%-7.0pp | 25.88%-11.7pp | 28.90%-14.7pp |
| Employer contribution / active EE | $1,785 | $1,676+6.5% | $2,428-26.5% | $2,042-12.6% |
| Participant deferral / active EE | $2,260 | $3,103-27.2% | $3,706-39.0% | $3,169-28.7% |
| Admin fee / account holder | $67 | $440-84.7% | $5,608-98.8% | $479-86.0% |