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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,527 |
LPL FINANCIAL3+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $12,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,042 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,587 | $44,873-0.6% | $79,476-43.9% | $56,287-20.8% |
| Participation rate | 63.6% | 68.7%-5.2pp | 73.3%-9.8pp | 69.9%-6.3pp |
| Annual return | -8.74% | 0.81%-9.6pp | 718.21%-727.0pp | -9.96%+1.2pp |
| Employer contribution / active EE | $951 | $2,140-55.5% | $2,800-66.0% | $2,111-54.9% |
| Participant deferral / active EE | $2,721 | $2,746-0.9% | $3,704-26.5% | $3,350-18.8% |
| Admin fee / account holder | $407 | $418-2.7% | $5,113-92.0% | $521-21.8% |