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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,747 |
Filed as: LOCTON FINANCIAL ADVISORS LLC Service code 55 | Other Commissions | $2,239 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6 |
LINCOLN NATIONAL CORPORATION2+ years Service code 64 · EIN 35-1140070 | Recordkeeping Fees | $0 |
Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 55 444 W 47TH ST STE 900 · KANSAS CITY, MO 64112 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $17,847 | $76,551-76.7% | $123,894-85.6% | $62,881-71.6% |
| Participation rate | 52.6% | 73.0%-20.4pp | 81.4%-28.8pp | 69.3%-16.7pp |
| Annual return | 4.06% | 18.68%-14.6pp | 47.52%-43.5pp | 20.14%-16.1pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,557 | $4,840-26.5% | $5,984-40.6% | $3,203+11.0% |
| Admin fee / account holder | $99 | $4,826-97.9% | $8,357-98.8% | $4,296-97.7% |