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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $8,504 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,105 |
CROSSPLANS1 year Service code 13 23041 AVENIDA DE LA CARLOTA · LAGUNA HILLS, CA 92653 | Contract Administrator | $478 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,551 | $228,395-54.7% | $185,861-44.3% | $158,982-34.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 13.07% | 40.82%-27.7pp | 35.96%-22.9pp | 302.99%-289.9pp |
| Employer contribution / active EE | $2,132 | $4,968-57.1% | $4,088-47.8% | $4,763-55.2% |
| Participant deferral / active EE | $3,337 | $6,417-48.0% | $5,634-40.8% | $5,983-44.2% |
| Admin fee / account holder | $6,408 | $11,869-46.0% | $9,503-32.6% | $11,252-43.1% |