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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,451 |
CLIFTONLARSONALLEN LLP1 year Service code 10 220 S 6TH STREET, STE 300 · MINNEAPOLIS, MN 55402 | Accounting | $7,560 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $4,500 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Advisory (Plan) | $2,500 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10 |
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.)
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 | $99,125 | $54,573+81.6% | $90,970+9.0% | $73,493+34.9% |
| Participation rate | 42.3% | 61.2%-18.8pp | 69.0%-26.7pp | 70.7%-28.3pp |
| Annual return | 21.03% | 16.69%+4.3pp | 134.58%-113.6pp | 28.51%-7.5pp |
| Employer contribution / active EE | $685 | $991-30.9% | $2,122-67.7% | $2,270-69.8% |
| Participant deferral / active EE | $2,059 | $2,517-18.2% | $3,373-39.0% | $3,740-44.9% |
| Admin fee / account holder | $392 | $521-24.9% | $5,960-93.4% | $513-23.6% |