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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,308 |
LPL FINANCIAL2 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $18,434 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $58,706 | $47,977+22.4% | $154,111-61.9% | $56,287+4.3% |
| Participation rate | 69.4% | 66.2%+3.2pp | 83.0%-13.7pp | 69.9%-0.5pp |
| Annual return | -5.66% | 3.54%-9.2pp | 735.18%-740.8pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,802 | $2,169-16.9% | $5,298-66.0% | $2,111-14.7% |
| Participant deferral / active EE | $3,806 | $2,392+59.1% | $5,081-25.1% | $3,350+13.6% |
| Admin fee / account holder | $380 | $438-13.2% | $13,411-97.2% | $521-27.0% |