Filed February 23, 2005 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 55 9785 TOWNE CTR DR · SAN DIEGO, CA 92121 | Other Commissions | $25,412 |
DOWNEAST PENSION SERVICES, INC.2+ years Service code 13 41 CAMPUS DR · NEW GLOUCESTER, ME 04260 | Contract Administrator | $10,000 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 1801 CALIFORNIA ST 23RD FL · DENVER, CO 80202 | Advisory (Plan) | $5,789 |
Service code 64 · EIN 84-0467907 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,654 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,095 | $37,044+0.1% | $71,796-48.3% | $57,658-35.7% |
| Participation rate | 94.4% | 61.1%+33.3pp | 69.1%+25.3pp | 70.2%+24.2pp |
| Annual return | 7.14% | 12.64%-5.5pp | 78.04%-70.9pp | 5.13%+2.0pp |
| Employer contribution / active EE | $676 | $720-6.1% | $1,924-64.9% | $1,974-65.8% |
| Participant deferral / active EE | $2,393 | $1,974+21.2% | $2,794-14.4% | $3,061-21.8% |
| Admin fee / account holder | $12 | $101-88.1% | $4,815-99.8% | $95-87.3% |