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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,253 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $3,845 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 509026 · SAN DIEGO, CA 921509026 | Advisory (Plan) | $597 |
KESTRA INVESTMENT SERVICES LLC2+ years Service code 55 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Other Commissions | $102 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,017 | $55,453-89.2% | $170,442-96.5% | $62,292-90.3% |
| Participation rate | 59.2% | 66.4%-7.2pp | 83.6%-24.4pp | 69.5%-10.3pp |
| Annual return | 9.27% | 21.38%-12.1pp | 205.93%-196.7pp | 28.90%-19.6pp |
| Employer contribution / active EE | $206 | $2,164-90.5% | $5,433-96.2% | $2,042-89.9% |
| Participant deferral / active EE | $977 | $2,303-57.6% | $4,939-80.2% | $3,169-69.2% |
| Admin fee / account holder | $66 | $455-85.4% | $13,880-99.5% | $479-86.2% |