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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $129,718 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $70,681 |
UNITED PENSION ADMINISTRATION3+ years Service code 13 3495 PARKWAY AVE · BOZEMAN, MT 59718 | Contract Administrator | $16,881 |
Service code 27 6011 WEST COURTYARD DR · AUSTIN, TX 78730 | Advisory (Plan) | $13,919 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,592 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,894 | $43,411-74.9% | $94,993-88.5% | $69,631-84.4% |
| Participation rate | 87.2% | 64.4%+22.7pp | 73.9%+13.3pp | 70.7%+16.5pp |
| Annual return | 19.19% | 22.54%-3.4pp | 27.14%-8.0pp | 27571.02%-27551.8pp |
| Employer contribution / active EE | $805 | $1,202-33.0% | $2,603-69.1% | $2,032-60.4% |
| Participant deferral / active EE | $1,512 | $2,384-36.6% | $3,317-54.4% | $3,224-53.1% |
| Admin fee / account holder | $82 | $87-5.7% | $4,960-98.3% | $110-25.4% |