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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4+ years Service code 15 · EIN 04-3046611 | Recordkeeping | $24,785 |
ADP BROKER-DEALER1 year Filed as: ADP,LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $16,727 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $78,707 | $75,962+3.6% | $154,108-48.9% | $64,173+22.6% |
| Participation rate | 90.9% | 70.4%+20.5pp | 83.0%+7.9pp | 69.6%+21.3pp |
| Annual return | -4.97% | 30.32%-35.3pp | 735.21%-740.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $697 | $3,350-79.2% | $5,298-86.8% | $2,381-70.7% |
| Participant deferral / active EE | $5,189 | $3,175+63.4% | $5,081+2.1% | $3,470+49.5% |
| Admin fee / account holder | $381 | $5,589-93.2% | $13,411-97.2% | $4,887-92.2% |