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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $31,880 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,033 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $950 |
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 | $159,280 | $99,957+59.3% | $149,730+6.4% | $73,493+116.7% |
| Participation rate | 82.2% | 75.7%+6.5pp | 82.5%-0.3pp | 70.7%+11.5pp |
| Annual return | 20.18% | 53.87%-33.7pp | 276.70%-256.5pp | 28.51%-8.3pp |
| Employer contribution / active EE | $2,376 | $3,191-25.5% | $4,645-48.8% | $2,270+4.7% |
| Participant deferral / active EE | $8,293 | $6,073+36.6% | $6,843+21.2% | $3,740+121.8% |
| Admin fee / account holder | $35 | $551-93.7% | $9,310-99.6% | $513-93.2% |