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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $39,635 |
LPL FINANCIAL3+ years Filed as: FINANCIAL ADVOCATES INVESTMENT MANA Service code 27 1601 COOPER POINT ROAD NW · OLYMPIA, WA 98502 | Advisory (Plan) | $26,436 |
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 | $93,324 | $58,726+58.9% | $92,240+1.2% | $62,293+49.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 20.76% | 43.62%-22.9pp | 176.29%-155.5pp | 28.90%-8.1pp |
| Employer contribution / active EE | $2,010 | $2,392-15.9% | $3,680-45.4% | $2,042-1.6% |
| Participant deferral / active EE | $6,418 | $2,766+132.1% | $3,897+64.7% | $3,169+102.5% |
| Admin fee / account holder | $380 | $556-31.8% | $5,194-92.7% | $479-20.8% |