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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,361 |
LPL FINANCIAL1 year Filed as: KMS FINANCIAL SERVICES Service code 55 2001 SIXTH AVE STE 2801 · SEATTLE, WA 981212588 | Other Commissions | $20,318 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,509 |
UNITED RETIREMENT INC2 years Service code 13 PO BOX 638749 · CINCINNATI, OH 45263 | Contract Administrator | $3,583 |
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).
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 | $145,236 | $56,110+158.8% | $94,993+52.9% | $70,126+107.1% |
| Participation rate | 72.8% | 65.0%+7.8pp | 73.9%-1.0pp | 69.5%+3.3pp |
| Annual return | 13.68% | 51.02%-37.3pp | 27.14%-13.5pp | 73.15%-59.5pp |
| Employer contribution / active EE | $2,184 | $1,442+51.4% | $2,603-16.1% | $2,343-6.8% |
| Participant deferral / active EE | $4,971 | $2,391+107.9% | $3,317+49.9% | $3,332+49.2% |
| Admin fee / account holder | $505 | $3,456-85.4% | $4,960-89.8% | $4,645-89.1% |