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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Service code 27 P.O. BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $17,413 |
Filed as: ADVISED ASSETS GROUP Service code 28 · EIN 93-1222532 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,500 |
Filed as: ALLIANT INSURANCE SERVICES INC. Service code 13 320 WEST 57TH STREET · NEW YORK, NY 10019 | Contract Administrator | $380 |
Service code 64 · EIN 93-1225432 COMPANY OF NY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,290 | $89,652-52.8% | $141,162-70.0% | $65,185-35.1% |
| Participation rate | 67.7% | 74.7%-7.0pp | 82.5%-14.8pp | 70.2%-2.5pp |
| Annual return | 23.59% | 32.79%-9.2pp | 71.39%-47.8pp | 29.38%-5.8pp |
| Employer contribution / active EE | $1,169 | $3,065-61.8% | $4,735-75.3% | $2,177-46.3% |
| Participant deferral / active EE | $2,684 | $5,691-52.8% | $6,709-60.0% | $3,514-23.6% |
| Admin fee / account holder | $25 | $569-95.6% | $10,261-99.8% | $847-97.0% |