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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $25,636 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,848 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20 |
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 | $108,353 | $85,171+27.2% | $172,752-37.3% | $72,975+48.5% |
| Participation rate | 93.3% | 70.1%+23.3pp | 82.6%+10.7pp | 69.5%+23.8pp |
| Annual return | 26.49% | 27.32%-0.8pp | 802.97%-776.5pp | 81.01%-54.5pp |
| Employer contribution / active EE | $764 | $3,324-77.0% | $5,144-85.1% | $2,440-68.7% |
| Participant deferral / active EE | $5,151 | $3,260+58.0% | $5,198-0.9% | $3,608+42.8% |
| Admin fee / account holder | $406 | $5,880-93.1% | $13,955-97.1% | $5,124-92.1% |