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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,389 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $8,131 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE, INC Service code 13 | Contract Administrator | $1,642 |
Service code 13 101 E GRAND AVE · PORT WASHINGTON, WI 53074 | Contract Administrator | $100 |
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.)
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 | $32,799 | $80,753-59.4% | $136,298-75.9% | $62,293-47.3% |
| Participation rate | 41.4% | 73.5%-32.1pp | 81.9%-40.5pp | 69.5%-28.1pp |
| Annual return | 23.13% | 35.83%-12.7pp | 5156.27%-5133.1pp | 28.90%-5.8pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,913 | $5,164-24.2% | $6,247-37.4% | $3,169+23.5% |
| Admin fee / account holder | $375 | $525-28.6% | $9,244-95.9% | $479-21.7% |