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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $162,838 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 55 444 W 47TH ST STE 900 · KANSAS CITY, MO 64112 | Other Commissions | $74,901 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $39,129 |
CROWE LLP1 year Service code 10 320 E JEFFERSON BLVD · SOUTH BEND, IN 466240007 | Accounting | $13,371 |
AMERICA'S 401K, INC.3+ years Service code 99 8131 LBJ FREEWAY STE 770 · DALLAS, TX 75251 | Other Fees | $4,700 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $70,050 | $46,100+52.0% | $86,582-19.1% | $69,631+0.6% |
| Participation rate | 48.4% | 67.2%-18.8pp | 73.5%-25.2pp | 70.7%-22.3pp |
| Annual return | 17.62% | 21.02%-3.4pp | 965.08%-947.5pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $1,516 | $1,850-18.1% | $2,839-46.6% | $2,032-25.4% |
| Participant deferral / active EE | $3,526 | $2,432+45.0% | $3,609-2.3% | $3,224+9.4% |
| Admin fee / account holder | $426 | $94+354.5% | $4,904-91.3% | $110+286.1% |