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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,628 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $14,972 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $36,015 | $86,341-58.3% | $125,192-71.2% | $65,185-44.7% |
| Participation rate | 61.6% | 75.3%-13.7pp | 79.8%-18.2pp | 70.2%-8.6pp |
| Annual return | 22.65% | 27.44%-4.8pp | 43.79%-21.1pp | 29.38%-6.7pp |
| Employer contribution / active EE | $861 | $2,040-57.8% | $3,866-77.7% | $2,177-60.4% |
| Participant deferral / active EE | $2,293 | $3,538-35.2% | $4,937-53.6% | $3,514-34.8% |
| Admin fee / account holder | $321 | $609-47.4% | $9,704-96.7% | $847-62.1% |