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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,615 |
LPL FINANCIAL2 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $5,218 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $54,761 | $47,977+14.1% | $154,108-64.5% | $56,289-2.7% |
| Participation rate | 92.6% | 66.2%+26.5pp | 83.0%+9.6pp | 69.9%+22.8pp |
| Annual return | -5.10% | 3.54%-8.6pp | 735.21%-740.3pp | -9.96%+4.9pp |
| Employer contribution / active EE | $2,825 | $2,169+30.2% | $5,298-46.7% | $2,111+33.8% |
| Participant deferral / active EE | $4,422 | $2,392+84.9% | $5,081-13.0% | $3,350+32.0% |
| Admin fee / account holder | $303 | $438-30.8% | $13,411-97.7% | $521-41.8% |