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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $155,114 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 55 444 W 47TH ST STE 900 · KANSAS CITY, MO 64112 | Other Commissions | $61,248 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,075 |
AMERICA'S 401K, INC.2+ years Service code 99 8131 LBJ FREEWAY STE 770 · DALLAS, TX 75251 | Other Fees | $4,950 |
CROWE LLP1 year Filed as: CROWE HORWATH LLP Service code 10 320 E JEFFERSON BLVD · SOUTH BEND, IN 466240007 | Accounting | $2,000 |
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 | $67,465 | $39,859+69.3% | $78,676-14.2% | $57,658+17.0% |
| Participation rate | 53.0% | 66.1%-13.1pp | 73.6%-20.6pp | 70.2%-17.3pp |
| Annual return | 9.09% | 18.96%-9.9pp | 62.19%-53.1pp | 5.13%+4.0pp |
| Employer contribution / active EE | $1,688 | $1,786-5.5% | $2,850-40.8% | $1,974-14.5% |
| Participant deferral / active EE | $3,957 | $2,248+76.0% | $3,517+12.5% | $3,061+29.3% |
| Admin fee / account holder | $402 | $76+427.9% | $4,510-91.1% | $95+325.5% |