Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,830 |
LPL FINANCIAL4 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $24,875 |
Service code 13 1 RAYMOND DRIVE - SUITE 7 · HAVERTOWN, PA 19038 | Contract Administrator | $8,291 |
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 | $96,183 | $58,888+63.3% | $178,499-46.1% | $73,493+30.9% |
| Participation rate | 59.4% | 66.2%-6.9pp | 81.9%-22.6pp | 70.7%-11.3pp |
| Annual return | 22.62% | 24.86%-2.2pp | 151.10%-128.5pp | 28.51%-5.9pp |
| Employer contribution / active EE | $1,827 | $2,236-18.3% | $5,011-63.5% | $2,270-19.5% |
| Participant deferral / active EE | $3,730 | $2,568+45.3% | $5,202-28.3% | $3,740-0.3% |
| Admin fee / account holder | $695 | $400+73.6% | $13,986-95.0% | $513+35.5% |