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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Service code 27 PO BOX 50233 · SAN DIEGO, CA 92150 | Advisory (Plan) | $13,869 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,782 |
WC ADMINISTRATORS, LLC3 years Service code 13 · EIN 20-1663072 6995 UNION PARK CENTER, SUITE 320 · MIDVALE, UT 84047 | Contract Administrator | $5,376 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,246 |
Service code 99 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Other Fees | $2,466 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,200 | $63,471-33.5% | $68,808-38.7% | $66,938-37.0% |
| Participation rate | 35.0% | 60.0%-25.0pp | 69.0%-34.0pp | 69.8%-34.8pp |
| Annual return | -15.62% | -8.29%-7.3pp | -6.37%-9.2pp | 1.58%-17.2pp |
| Employer contribution / active EE | $609 | $1,776-65.7% | $2,656-77.1% | $2,545-76.1% |
| Participant deferral / active EE | $2,300 | $2,946-21.9% | $3,942-41.6% | $4,238-45.7% |
| Admin fee / account holder | $445 | $578-22.9% | $4,936-91.0% | $594-24.9% |