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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $142,697 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 55 444 W 47TH ST STE 900 · KANSAS CITY, MO 64112 | Other Commissions | $53,915 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,624 |
AMERICA'S 401K, INC.1+ years Service code 99 8131 LBJ FREEWAY STE 770 · DALLAS, TX 75251 | Other Fees | $3,700 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $57,510 | $38,925+47.7% | $73,836-22.1% | $55,191+4.2% |
| Participation rate | 59.7% | 66.0%-6.3pp | 73.4%-13.7pp | 69.2%-9.4pp |
| Annual return | 3.53% | 6.31%-2.8pp | 2268.06%-2264.5pp | 10.78%-7.2pp |
| Employer contribution / active EE | $1,777 | $1,695+4.9% | $2,787-36.2% | $1,899-6.4% |
| Participant deferral / active EE | $4,356 | $2,351+85.3% | $3,583+21.6% | $3,046+43.0% |
| Admin fee / account holder | $376 | $83+353.6% | $4,882-92.3% | $91+314.1% |