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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,142 |
LPL FINANCIAL1 year Filed as: LION STREET FINANCIAL LLC Service code 55 515 CONGRESS AVE STE 2500 · AUSTIN, TX 78701 | Other Commissions | $17,712 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $309 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $213 |
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.
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).
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 | $59,636 | $66,319-10.1% | $93,621-36.3% | $65,185-8.5% |
| Participation rate | 55.6% | 74.0%-18.5pp | 75.8%-20.3pp | 70.2%-14.6pp |
| Annual return | 22.64% | 42.59%-19.9pp | 32.76%-10.1pp | 29.38%-6.7pp |
| Employer contribution / active EE | $303 | $2,013-85.0% | $2,719-88.9% | $2,177-86.1% |
| Participant deferral / active EE | $1,839 | $3,343-45.0% | $4,070-54.8% | $3,514-47.7% |
| Admin fee / account holder | $314 | $6,900-95.5% | $7,890-96.0% | $847-63.0% |