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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5 years Filed as: FINANCIAL ADVOCATES INVESTMENT MANA Service code 27 1601 COOPER POINT ROAD NW · OLYMPIA, WA 98502 | Advisory (Plan) | $69,911 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $47,390 |
SILICON VALLEY ACCOUNTANCY CORP6+ years Service code 10 3150 ALMADEN EXPY #105 · SAN JOSE, CA 95118 | Accounting | $8,625 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,875 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,273 | $53,932+26.6% | $134,155-49.1% | $90,274-24.4% |
| Participation rate | 19.1% | 60.4%-41.2pp | 72.2%-53.1pp | 73.4%-54.2pp |
| Annual return | 14.66% | 23.16%-8.5pp | 36.34%-21.7pp | 53.97%-39.3pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $3,705-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $1,080 | $2,432-55.6% | $3,500-69.1% | $4,231-74.5% |
| Admin fee / account holder | $289 | $104+178.8% | $6,685-95.7% | $114+153.2% |