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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $105,058 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL, LLC Service code 27 P.O. BOX 509026 · SAN DIEGO, CA 921509026 | Advisory (Plan) | $54,469 |
PINPOINT FINANCIAL, LLC4+ years Service code 13 3238 PLAYERS CLUB CIRCLE · MEMPHIS, TN 38125 | Contract Administrator | $14,233 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,310 |
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 | $45,016 | $65,223-31.0% | $80,022-43.7% | $55,725-19.2% |
| Participation rate | 73.0% | 80.6%-7.6pp | 75.8%-2.8pp | 70.9%+2.1pp |
| Annual return | -5.57% | 7.59%-13.2pp | 11.22%-16.8pp | 244.93%-250.5pp |
| Employer contribution / active EE | $0 | $2,544-100.0% | $2,468-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $3,148 | $3,881-18.9% | $3,686-14.6% | $3,356-6.2% |
| Admin fee / account holder | $209 | $114+83.0% | $6,521-96.8% | $115+81.5% |