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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $97,110 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 55 | Other Commissions | $43,885 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,960 | $59,267+80.5% | $96,575+10.8% | $79,393+34.7% |
| Participation rate | 55.1% | 61.9%-6.8pp | 69.8%-14.7pp | 70.7%-15.6pp |
| Annual return | 10.66% | 27.08%-16.4pp | 37.79%-27.1pp | 116.87%-106.2pp |
| Employer contribution / active EE | $301 | $1,216-75.2% | $2,357-87.2% | $2,428-87.6% |
| Participant deferral / active EE | $3,181 | $2,947+7.9% | $3,849-17.4% | $4,046-21.4% |
| Admin fee / account holder | $571 | $659-13.3% | $6,182-90.8% | $627-8.8% |