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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $85,141 |
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $21,803 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $16,190 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $93,451 | $49,138+90.2% | $84,021+11.2% | $65,185+43.4% |
| Participation rate | 58.2% | 60.7%-2.5pp | 69.0%-10.8pp | 70.2%-12.0pp |
| Annual return | 16.73% | 23.00%-6.3pp | 71.32%-54.6pp | 29.38%-12.7pp |
| Employer contribution / active EE | $234 | $914-74.4% | $1,984-88.2% | $2,177-89.3% |
| Participant deferral / active EE | $2,596 | $2,397+8.3% | $3,239-19.9% | $3,514-26.1% |
| Admin fee / account holder | $481 | $543-11.5% | $6,102-92.1% | $847-43.2% |