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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $75,206 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $50,200 |
Service code 99 6011 WEST COURTYARD DR · AUSTIN, TX 78730 | Other Fees | $10,039 |
UNITED PENSION ADMINISTRATION2+ years Service code 13 3495 PARKWAY AVE · BOZEMAN, MT 59718 | Contract Administrator | $10,039 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $10,536 | $49,025-78.5% | $87,502-88.0% | $62,881-83.2% |
| Participation rate | 0.0% | 64.9%-64.9pp | 73.8%-73.8pp | 69.3%-69.3pp |
| Annual return | 13.22% | 10.02%+3.2pp | 12.21%+1.0pp | 20.14%-6.9pp |
| Employer contribution / active EE | $9,161 | $1,372+567.8% | $2,550+259.3% | $2,281+301.6% |
| Participant deferral / active EE | $16,917 | $2,289+639.0% | $3,149+437.3% | $3,203+428.2% |
| Admin fee / account holder | $60 | $4,065-98.5% | $4,221-98.6% | $4,296-98.6% |