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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,697 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $17,261 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,472 | $81,474-44.2% | $133,971-66.1% | $73,493-38.1% |
| Participation rate | 62.0% | 76.4%-14.4pp | 79.8%-17.9pp | 70.7%-8.7pp |
| Annual return | 17.46% | 19.40%-1.9pp | 45.09%-27.6pp | 28.51%-11.1pp |
| Employer contribution / active EE | $1,041 | $2,209-52.9% | $3,919-73.4% | $2,270-54.2% |
| Participant deferral / active EE | $2,703 | $3,786-28.6% | $5,047-46.5% | $3,740-27.7% |
| Admin fee / account holder | $392 | $713-45.1% | $8,929-95.6% | $513-23.6% |