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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,914 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $22,647 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $100 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,375 | $59,186-67.3% | $76,766-74.8% | $56,287-65.6% |
| Participation rate | 72.4% | 75.2%-2.8pp | 77.0%-4.5pp | 69.9%+2.6pp |
| Annual return | 10.89% | 6.62%+4.3pp | 2.43%+8.5pp | -9.96%+20.8pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,045 | $3,255-37.2% | $3,851-46.9% | $3,350-39.0% |
| Admin fee / account holder | $224 | $489-54.2% | $6,675-96.6% | $521-57.0% |