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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,763 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 509026 · SAN DIEGO, CA 921509026 | Advisory (Plan) | $9,521 |
GOLDLEAF PARTNERS1+ years Service code 13 PO BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $9,134 |
LPL FINANCIAL1+ years Service code 27 | Advisory (Plan) | $3,071 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $335 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,402 | $34,492-72.7% | $80,004-88.2% | $55,191-83.0% |
| Participation rate | 76.6% | 62.9%+13.8pp | 73.0%+3.6pp | 69.2%+7.5pp |
| Annual return | -1.97% | 3.50%-5.5pp | 7.63%-9.6pp | 10.78%-12.7pp |
| Employer contribution / active EE | $377 | $1,043-63.9% | $2,473-84.8% | $1,899-80.2% |
| Participant deferral / active EE | $1,534 | $2,104-27.1% | $3,204-52.1% | $3,046-49.6% |
| Admin fee / account holder | $87 | $69+25.7% | $5,033-98.3% | $91-3.9% |