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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $17,842 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,971 |
Filed as: GWFS EQUITIES INC Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $10 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,147 | $82,674-32.1% | $125,381-55.2% | $68,486-18.0% |
| Participation rate | 70.3% | 75.1%-4.7pp | 82.4%-12.1pp | 67.9%+2.4pp |
| Annual return | -22.15% | -5.97%-16.2pp | 572.31%-594.5pp | -7.85%-14.3pp |
| Employer contribution / active EE | $3,336 | $3,382-1.4% | $4,815-30.7% | $2,597+28.5% |
| Participant deferral / active EE | $8,642 | $6,111+41.4% | $7,448+16.0% | $4,028+114.6% |
| Admin fee / account holder | $227 | $6,277-96.4% | $10,007-97.7% | $5,404-95.8% |