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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,917 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 22 444 W 47TH ST STE 900 · KANSAS CITY, MO 64112 | Insurance Broker | $10,165 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,406 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $266 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
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 | $10,570 | $71,802-85.3% | $133,975-92.1% | $57,658-81.7% |
| Participation rate | 68.6% | 85.5%-16.8pp | 87.1%-18.4pp | 70.2%-1.6pp |
| Annual return | 25.00% | 13.51%+11.5pp | 29.29%-4.3pp | 5.13%+19.9pp |
| Employer contribution / active EE | $899 | $3,161-71.6% | $5,211-82.7% | $1,974-54.5% |
| Participant deferral / active EE | $2,843 | $4,606-38.3% | $6,282-54.7% | $3,061-7.1% |
| Admin fee / account holder | $68 | $88-22.2% | $9,324-99.3% | $95-27.8% |