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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,323 |
LPL FINANCIAL1 year Service code 27 P.O. BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $5,332 |
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNERS SERVICES, INC. Service code 13 · EIN 45-0514557 8009 34TH AVENUE SOUTH, SUITE 320 · MINNEAPOLIS, MN 55425 | Contract Administrator | $1,689 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $43 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,076 | $50,947-42.9% | $74,551-61.0% | $64,173-54.7% |
| Participation rate | 65.6% | 61.1%+4.6pp | 69.1%-3.5pp | 69.6%-3.9pp |
| Annual return | -7.16% | -1.85%-5.3pp | 32.53%-39.7pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,494 | $1,115+33.9% | $1,961-23.8% | $2,381-37.3% |
| Participant deferral / active EE | $1,518 | $2,302-34.1% | $3,108-51.2% | $3,470-56.3% |
| Admin fee / account holder | $61 | $4,221-98.6% | $5,059-98.8% | $4,887-98.8% |