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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,130 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $34,498 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,421 |
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 | $24,279 | $38,969-37.7% | $109,313-77.8% | $55,167-56.0% |
| Participation rate | 90.3% | 58.2%+32.0pp | 71.3%+19.0pp | 69.0%+21.3pp |
| Annual return | 6.55% | 8.26%-1.7pp | 22.07%-15.5pp | 169.23%-162.7pp |
| Employer contribution / active EE | $1,709 | $1,227+39.3% | $3,892-56.1% | $1,963-12.9% |
| Participant deferral / active EE | $4,427 | $2,176+103.5% | $3,166+39.8% | $3,054+45.0% |
| Admin fee / account holder | $161 | $501-67.8% | $5,666-97.2% | $504-68.0% |