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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $32,607 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL, LLC Service code 26 PO BOX 509026 · SAN DIEGO, CA 921509026 | Advisory (Participants) | $15,110 |
PRIVATE ADVISOR GROUP LLC1+ years Service code 26 65 MADISON AVE · MORRISTOWN, NJ 07860 | Advisory (Participants) | $9,958 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $69,641 | $70,002-0.5% | $115,038-39.5% | $52,331+33.1% |
| Participation rate | 32.0% | 72.1%-40.1pp | 81.4%-49.4pp | 68.1%-36.1pp |
| Annual return | 0.93% | 4.04%-3.1pp | 26.14%-25.2pp | 4.54%-3.6pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,713 | $4,920-24.5% | $6,026-38.4% | $3,022+22.9% |
| Admin fee / account holder | $476 | $566-15.9% | $8,175-94.2% | $592-19.6% |