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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,686 |
LPL FINANCIAL3 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $11,422 |
THE RETIREMENT ADVANTAGE INC2 years Service code 13 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $2,438 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,925 | $73,102-63.2% | $123,552-78.2% | $56,287-52.2% |
| Participation rate | 57.5% | 74.3%-16.8pp | 82.3%-24.8pp | 69.9%-12.3pp |
| Annual return | -2.24% | 3.01%-5.3pp | 119.20%-121.4pp | -9.96%+7.7pp |
| Employer contribution / active EE | $394 | $2,977-86.8% | $4,628-91.5% | $2,111-81.4% |
| Participant deferral / active EE | $5,211 | $5,423-3.9% | $6,426-18.9% | $3,350+55.6% |
| Admin fee / account holder | $352 | $554-36.5% | $9,285-96.2% | $521-32.5% |