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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,854 |
LPL FINANCIAL3 years Filed as: LION STREET FINANCIAL LLC Service code 55 515 CONGRESS AVE STE 2500 · AUSTIN, TX 78701 | Other Commissions | $19,428 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,308 |
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.
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 | $61,282 | $79,438-22.9% | $106,551-42.5% | $79,393-22.8% |
| Participation rate | 61.7% | 74.2%-12.4pp | 76.1%-14.4pp | 70.7%-9.0pp |
| Annual return | 10.03% | 18.27%-8.2pp | 26.80%-16.8pp | 116.87%-106.8pp |
| Employer contribution / active EE | $422 | $2,235-81.1% | $2,819-85.0% | $2,428-82.6% |
| Participant deferral / active EE | $2,366 | $3,824-38.1% | $4,398-46.2% | $4,046-41.5% |
| Admin fee / account holder | $438 | $523-16.3% | $7,408-94.1% | $627-30.1% |