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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD RD · GREENWOOD, CO 80111 | Recordkeeping Fees | $26,080 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $16,756 |
MMA SECURITIES LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $3,722 |
Filed as: EMPOWER RETIREMENT ADVISORY SRVS Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,237 |
GOLDLEAF PARTNERS2+ years Service code 13 PO BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $520 |
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.)
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 | $94,471 | $85,766+10.1% | $136,298-30.7% | $70,126+34.7% |
| Participation rate | 64.6% | 74.2%-9.5pp | 81.9%-17.3pp | 69.5%-4.9pp |
| Annual return | 16.41% | 31.46%-15.0pp | 5156.27%-5139.9pp | 73.15%-56.7pp |
| Employer contribution / active EE | $2,705 | $2,966-8.8% | $4,696-42.4% | $2,343+15.5% |
| Participant deferral / active EE | $6,063 | $5,051+20.0% | $6,247-2.9% | $3,332+82.0% |
| Admin fee / account holder | $320 | $5,421-94.1% | $9,244-96.5% | $4,645-93.1% |