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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,635 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $3,733 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $2,885 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $984 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,019 | $42,546-50.6% | $71,796-70.7% | $55,167-61.9% |
| Participation rate | 51.9% | 59.1%-7.2pp | 69.1%-17.2pp | 69.0%-17.1pp |
| Annual return | 6.55% | 12.36%-5.8pp | 78.04%-71.5pp | 169.23%-162.7pp |
| Employer contribution / active EE | $398 | $803-50.5% | $1,924-79.3% | $1,963-79.7% |
| Participant deferral / active EE | $928 | $2,064-55.1% | $2,794-66.8% | $3,054-69.6% |
| Admin fee / account holder | $110 | $650-83.1% | $4,815-97.7% | $504-78.2% |