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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,561 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $24,302 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $29,090 | $60,165-51.6% | $74,184-60.8% | $55,167-47.3% |
| Participation rate | 74.2% | 74.2%+0.1pp | 76.6%-2.4pp | 69.0%+5.2pp |
| Annual return | 12.07% | 10.00%+2.1pp | 17.74%-5.7pp | 169.23%-157.2pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,049 | $2,973-31.1% | $3,550-42.3% | $3,054-32.9% |
| Admin fee / account holder | $327 | $419-22.0% | $5,586-94.1% | $504-35.1% |