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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $18,166 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,045 |
Filed as: GWFS EQUITIES INC Service code 72 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses | $20 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,173 | $91,424-42.9% | $135,942-61.6% | $71,495-27.0% |
| Participation rate | 57.4% | 75.7%-18.2pp | 81.9%-24.5pp | 67.9%-10.5pp |
| Annual return | 45.52% | 29.90%+15.6pp | 68.28%-22.8pp | 28.85%+16.7pp |
| Employer contribution / active EE | $1,838 | $3,704-50.4% | $4,858-62.2% | $2,589-29.0% |
| Participant deferral / active EE | $5,511 | $7,092-22.3% | $7,759-29.0% | $4,291+28.4% |
| Admin fee / account holder | $138 | $1,266-89.1% | $10,764-98.7% | $1,588-91.3% |