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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,837 |
LPL FINANCIAL2+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $6,053 |
Filed as: MESIROW FINANCIAL INC Service code 27 353 N CLARK ST · CHICAGO, IL 60654 | Advisory (Plan) | $3,632 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,688 | $54,121-48.8% | $134,155-79.4% | $73,412-62.3% |
| Participation rate | 51.2% | 64.4%-13.2pp | 72.2%-21.0pp | 72.2%-21.0pp |
| Annual return | 22.39% | -312.52%+334.9pp | 36.34%-14.0pp | 59.30%-36.9pp |
| Employer contribution / active EE | $1,014 | $1,402-27.6% | $3,705-72.6% | $2,234-54.6% |
| Participant deferral / active EE | $2,166 | $2,844-23.8% | $3,500-38.1% | $3,806-43.1% |
| Admin fee / account holder | $114 | $132-13.9% | $6,685-98.3% | $158-27.8% |