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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,578 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $31,521 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $80,011 | $59,186+35.2% | $76,768+4.2% | $56,287+42.1% |
| Participation rate | 57.9% | 75.2%-17.4pp | 77.0%-19.1pp | 69.9%-12.0pp |
| Annual return | 31.94% | 6.62%+25.3pp | 2.43%+29.5pp | -9.96%+41.9pp |
| Employer contribution / active EE | $1,773 | $1,759+0.8% | $2,485-28.6% | $2,111-16.0% |
| Participant deferral / active EE | $4,036 | $3,255+24.0% | $3,852+4.8% | $3,350+20.5% |
| Admin fee / account holder | $694 | $489+41.9% | $6,675-89.6% | $521+33.2% |