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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $199,088 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Service code 27 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 641121906 | Advisory (Plan) | $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 | $57,287 | $46,100+24.3% | $86,582-33.8% | $69,631-17.7% |
| Participation rate | 96.7% | 67.2%+29.5pp | 73.5%+23.1pp | 70.7%+26.0pp |
| Annual return | 15.75% | 21.02%-5.3pp | 965.08%-949.3pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $1,259 | $1,850-32.0% | $2,839-55.7% | $2,032-38.1% |
| Participant deferral / active EE | $3,553 | $2,432+46.1% | $3,609-1.5% | $3,224+10.2% |
| Admin fee / account holder | $267 | $94+184.9% | $4,904-94.6% | $110+142.0% |