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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,730 |
LAMON & STERN INC2 years Service code 55 1950 N PARK PL 100 · ATLANTA, GA 30339 | Other Commissions | $13,122 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,964 |
Filed as: IRON HOLDINGS LLC Service code 27 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Advisory (Plan) | $3,035 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $29,109 | $80,753-64.0% | $136,298-78.6% | $62,293-53.3% |
| Participation rate | 39.1% | 73.5%-34.5pp | 81.9%-42.9pp | 69.5%-30.4pp |
| Annual return | 37.48% | 35.83%+1.6pp | 5156.27%-5118.8pp | 28.90%+8.6pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,768 | $5,164+11.7% | $6,247-7.7% | $3,169+82.0% |
| Admin fee / account holder | $354 | $525-32.7% | $9,244-96.2% | $479-26.2% |