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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 509026 · SAN DIEGO, CA 921509026 | Advisory (Plan) | $29,904 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREEWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,467 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 | Contract Administrator | $5,981 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,866 |
Filed as: RETIREMENT PLAN CONCEPTS & SVCS INC Service code 13 10319 DAWSONS CREEK BLVD. · FORT WAYNE, IN 46825 | Contract Administrator | $1,650 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,765 | $86,692-51.8% | $119,634-65.1% | $66,949-37.6% |
| Participation rate | 92.1% | 75.6%+16.5pp | 79.3%+12.8pp | 69.8%+22.3pp |
| Annual return | -15.13% | -8.00%-7.1pp | -14.98%-0.1pp | 1.57%-16.7pp |
| Employer contribution / active EE | $1,089 | $2,536-57.0% | $4,232-74.3% | $2,545-57.2% |
| Participant deferral / active EE | $3,312 | $4,360-24.0% | $5,601-40.9% | $4,239-21.9% |
| Admin fee / account holder | $421 | $755-44.3% | $10,329-95.9% | $594-29.1% |