Filed April 4, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $124,524 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $96,335 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,207 | $91,517-13.5% | $101,275-21.8% | $73,412+7.9% |
| Participation rate | 95.3% | 73.8%+21.5pp | 75.8%+19.5pp | 72.2%+23.1pp |
| Annual return | 13.20% | 17.17%-4.0pp | 46.48%-33.3pp | 59.30%-46.1pp |
| Employer contribution / active EE | $1,942 | $2,877-32.5% | $3,660-46.9% | $2,234-13.1% |
| Participant deferral / active EE | $4,256 | $3,338+27.5% | $4,371-2.6% | $3,806+11.8% |
| Admin fee / account holder | $248 | $216+14.8% | $5,948-95.8% | $158+57.0% |