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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,318 |
Service code 13 8700 INDIAN CREEK PARKWAY · OVERLAND PARK, KS 66210 | Contract Administrator | $6,120 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $5,384 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,744 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $69,795 | $89,364-21.9% | $141,177-50.6% | $72,983-4.4% |
| Participation rate | 94.7% | 75.1%+19.6pp | 82.5%+12.3pp | 69.5%+25.2pp |
| Annual return | 36.84% | 111.86%-75.0pp | 71.40%-34.6pp | 81.01%-44.2pp |
| Employer contribution / active EE | $2,781 | $3,115-10.7% | $4,736-41.3% | $2,440+14.0% |
| Participant deferral / active EE | $6,532 | $5,419+20.5% | $6,710-2.6% | $3,608+81.1% |
| Admin fee / account holder | $535 | $5,959-91.0% | $10,263-94.8% | $5,124-89.6% |