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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,883 |
BKD, LLP1 year Filed as: BKD LLP Service code 10 · EIN 44-0160260 910 E ST LOUIS STREET · SPRINGFIELD, MO 65801 | Accounting | $9,000 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 92150 | Other Commissions | $6,521 |
Filed as: BENEFIT PLANS PLUS LLC Service code 13 · EIN 43-1829594 6 CITY PLACE DRIVE · ST. LOUIS, MO 63141 | Contract Administrator | $3,625 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 13 | Contract Administrator | $2,737 |
Filed as: EMPOWER RETIRMENT ADVISORY SERVICES Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $92 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,340 | $42,582-17.0% | $171,082-79.3% | $57,658-38.7% |
| Participation rate | 23.0% | 63.9%-40.9pp | 76.7%-53.7pp | 70.2%-47.2pp |
| Annual return | 8.27% | 308.67%-300.4pp | 32.56%-24.3pp | 5.13%+3.1pp |
| Employer contribution / active EE | $214 | $1,306-83.6% | $4,002-94.7% | $1,974-89.2% |
| Participant deferral / active EE | $698 | $2,933-76.2% | $4,797-85.5% | $3,061-77.2% |
| Admin fee / account holder | $390 | $82+373.6% | $8,520-95.4% | $95+312.5% |