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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL6+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $13,688 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,218 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Advisory (Plan) | $10,162 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $110 |
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 | $132,541 | $91,198+45.3% | $178,503-25.7% | $79,856+66.0% |
| Participation rate | 96.1% | 69.2%+26.9pp | 81.9%+14.1pp | 69.6%+26.4pp |
| Annual return | 16.44% | 24.20%-7.8pp | 151.12%-134.7pp | 31.71%-15.3pp |
| Employer contribution / active EE | $944 | $3,257-71.0% | $5,011-81.2% | $2,471-61.8% |
| Participant deferral / active EE | $6,144 | $3,237+89.8% | $5,202+18.1% | $3,741+64.3% |
| Admin fee / account holder | $413 | $6,748-93.9% | $13,987-97.0% | $5,306-92.2% |