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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,318 |
LPL FINANCIAL2 years Filed as: LION STREET FINANCIAL LLC Service code 55 515 CONGRESS AVE STE 2500 · AUSTIN, TX 78701 | Other Commissions | $18,784 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,705 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,598 | $70,917-10.3% | $98,920-35.7% | $73,497-13.5% |
| Participation rate | 62.7% | 73.8%-11.1pp | 76.0%-13.3pp | 70.7%-8.0pp |
| Annual return | 11.32% | 34.18%-22.9pp | 196.47%-185.1pp | 28.51%-17.2pp |
| Employer contribution / active EE | $356 | $2,037-82.5% | $2,689-86.8% | $2,270-84.3% |
| Participant deferral / active EE | $2,111 | $3,501-39.7% | $4,245-50.3% | $3,740-43.6% |
| Admin fee / account holder | $374 | $535-30.1% | $6,643-94.4% | $513-27.2% |