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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $68,952 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 55 444 W 47TH ST STE 900 · KANSAS CITY, MO 64112 | Other Commissions | $58,188 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,079 |
TD AMERITRADE, INC.2+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $559 |
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 | $33,797 | $80,177-57.8% | $123,894-72.7% | $57,658-41.4% |
| Participation rate | 93.5% | 74.4%+19.1pp | 81.4%+12.1pp | 70.2%+23.3pp |
| Annual return | 15.47% | 17.90%-2.4pp | 47.52%-32.0pp | 5.13%+10.3pp |
| Employer contribution / active EE | $1,578 | $2,913-45.8% | $4,617-65.8% | $1,974-20.0% |
| Participant deferral / active EE | $4,125 | $5,130-19.6% | $5,984-31.1% | $3,061+34.8% |
| Admin fee / account holder | $82 | $106-22.9% | $8,357-99.0% | $95-13.3% |