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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $178,885 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Service code 16 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 641121906 | Consulting | $62,500 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $600 |
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 | $49,861 | $39,859+25.1% | $78,676-36.6% | $57,658-13.5% |
| Participation rate | 96.0% | 66.1%+29.9pp | 73.6%+22.4pp | 70.2%+25.8pp |
| Annual return | 6.83% | 18.96%-12.1pp | 62.19%-55.4pp | 5.13%+1.7pp |
| Employer contribution / active EE | $1,002 | $1,786-43.9% | $2,850-64.8% | $1,974-49.2% |
| Participant deferral / active EE | $3,398 | $2,248+51.2% | $3,517-3.4% | $3,061+11.0% |
| Admin fee / account holder | $251 | $76+228.8% | $4,510-94.4% | $95+165.0% |