Filed December 21, 2016 (most recent of 2 filings on file)
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 509026 · SAN DIEGO, CA 921509026 | Advisory (Plan) | $22,330 |
LPL FINANCIAL1+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $11,909 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,050 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,287 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,335 | $37,044+35.9% | $71,796-29.9% | $57,658-12.7% |
| Participation rate | 95.1% | 61.1%+34.0pp | 69.1%+26.0pp | 70.2%+24.8pp |
| Annual return | 8.57% | 12.64%-4.1pp | 78.04%-69.5pp | 5.13%+3.4pp |
| Employer contribution / active EE | $820 | $720+13.9% | $1,924-57.4% | $1,974-58.4% |
| Participant deferral / active EE | $3,269 | $1,974+65.6% | $2,794+17.0% | $3,061+6.8% |
| Admin fee / account holder | $119 | $101+17.8% | $4,815-97.5% | $95+25.8% |