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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,184 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $19,382 |
Filed as: ALLIANT INSURANCE SERVICES INC DBA Service code 27 320 W 57TH ST · NEW YORK, NY 10019 | Advisory (Plan) | $10,570 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,049 |
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 | $33,477 | $63,156-47.0% | $122,342-72.6% | $62,293-46.3% |
| Participation rate | 89.5% | 60.0%+29.5pp | 71.6%+17.9pp | 69.5%+20.0pp |
| Annual return | 17.59% | 20.61%-3.0pp | 30.28%-12.7pp | 28.90%-11.3pp |
| Employer contribution / active EE | $1,659 | $1,385+19.8% | $4,051-59.0% | $2,042-18.8% |
| Participant deferral / active EE | $4,075 | $2,321+75.6% | $3,287+24.0% | $3,169+28.6% |
| Admin fee / account holder | $207 | $440-53.0% | $5,478-96.2% | $479-56.9% |