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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,497 |
LPL FINANCIAL2 years Service code 27 P.O. BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $6,078 |
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNERS EMPLOYER SERVICES Service code 13 8009 34TH AVENUE SOUTH, SUITE 320 · MINNEAPOLIS, MN 55425 | Contract Administrator | $1,611 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $375 |
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 | $39,512 | $58,493-32.5% | $84,023-53.0% | $72,976-45.9% |
| Participation rate | 65.2% | 61.2%+4.0pp | 69.0%-3.8pp | 69.5%-4.3pp |
| Annual return | 22.27% | 28.93%-6.7pp | 71.32%-49.1pp | 81.02%-58.7pp |
| Employer contribution / active EE | $1,692 | $1,163+45.5% | $1,984-14.7% | $2,440-30.7% |
| Participant deferral / active EE | $1,596 | $2,394-33.3% | $3,239-50.7% | $3,608-55.8% |
| Admin fee / account holder | $69 | $4,569-98.5% | $6,102-98.9% | $5,124-98.6% |