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 Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $36,392 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,231 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,335 |
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 | $59,434 | $48,064+23.7% | $78,778-24.6% | $69,631-14.6% |
| Participation rate | 96.6% | 61.6%+35.1pp | 69.2%+27.4pp | 70.7%+25.9pp |
| Annual return | 16.86% | 21.81%-5.0pp | 35.62%-18.8pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $978 | $744+31.5% | $1,986-50.8% | $2,032-51.9% |
| Participant deferral / active EE | $3,515 | $2,079+69.0% | $2,958+18.8% | $3,224+9.0% |
| Admin fee / account holder | $127 | $152-16.3% | $5,134-97.5% | $110+15.1% |