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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $53,308 |
LAMCO ADVISORY SERVICES3 years Service code 27 1525 INTERNATIONAL PARKWAY · LAKE MARY, FL 32746 | Advisory (Plan) | $29,894 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,496 | $58,895+63.8% | $178,503-45.9% | $73,497+31.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 13.77% | 24.86%-11.1pp | 151.12%-137.3pp | 28.51%-14.7pp |
| Employer contribution / active EE | $4,206 | $2,236+88.1% | $5,011-16.1% | $2,270+85.3% |
| Participant deferral / active EE | $3,516 | $2,567+37.0% | $5,202-32.4% | $3,740-6.0% |
| Admin fee / account holder | $494 | $400+23.4% | $13,987-96.5% | $513-3.7% |