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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 | Other Commissions | $8,797 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,022 |
THE RETIREMENT ADVANTAGE INC3 years Service code 13 101 E GRAND AVENUE SUITE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $2,025 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INC MORNINGSTAR ASSOCIA Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $774 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $600 |
LPL FINANCIAL1 year Filed as: LPL FINANACIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 92150 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,222 | $56,485-64.2% | $185,823-89.1% | $86,799-76.7% |
| Participation rate | 57.1% | 65.5%-8.4pp | 81.7%-24.6pp | 72.3%-15.2pp |
| Annual return | 11.63% | 118.04%-106.4pp | 122.05%-110.4pp | 97.91%-86.3pp |
| Employer contribution / active EE | $176 | $1,843-90.4% | $5,167-96.6% | $2,405-92.7% |
| Participant deferral / active EE | $1,771 | $2,553-30.6% | $5,568-68.2% | $4,131-57.1% |
| Admin fee / account holder | $23 | $150-84.5% | $16,237-99.9% | $170-86.3% |