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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,504 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $7,719 |
STRATOS WEALTH PARTNERS1 year Filed as: STRATOS WEALTH PARTNERS, LTD Service code 27 30575 BAINBRIDGE RD STE 100 · SOLON, OH 44139 | Advisory (Plan) | $5,789 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $518 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $46,158 | $31,388+47.1% | $73,550-37.2% | $62,293-25.9% |
| Participation rate | 34.8% | 39.9%-5.0pp | 54.9%-20.1pp | 69.5%-34.7pp |
| Annual return | 13.00% | 25.34%-12.3pp | -15.16%+28.2pp | 28.90%-15.9pp |
| Employer contribution / active EE | $398 | $498-20.1% | $1,219-67.4% | $2,042-80.5% |
| Participant deferral / active EE | $896 | $1,028-12.8% | $1,804-50.3% | $3,169-71.7% |
| Admin fee / account holder | $520 | $299+73.6% | $2,320-77.6% | $479+8.4% |