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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE (EMPOWER) Service code 64 · EIN 84-0467907 8615 EAST ORCHARD ROAD · GRENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $56,538 |
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL, LLC Service code 27 · EIN 95-2834236 PO BOX 509026 · SAN DIEGO, CA 921509026 | Advisory (Plan) | $35,454 |
RETIREMENT SOLUTION GROUP4+ years Filed as: RETIREMENT SOLUTION GROUP, LLC Service code 13 · EIN 20-2668095 328 SO. JEFFERSON · CHICAGO, IL 60661 | Contract Administrator | $19,977 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,031 | $41,467+39.9% | $67,313-13.8% | $55,725+4.1% |
| Participation rate | 26.5% | 62.5%-36.0pp | 69.1%-42.6pp | 70.9%-44.4pp |
| Annual return | -1.91% | 0.82%-2.7pp | -4.08%+2.2pp | 244.93%-246.8pp |
| Employer contribution / active EE | $500 | $1,316-62.0% | $2,566-80.5% | $2,078-75.9% |
| Participant deferral / active EE | $1,795 | $2,399-25.2% | $3,568-49.7% | $3,356-46.5% |
| Admin fee / account holder | $310 | $102+204.2% | $4,507-93.1% | $115+169.5% |