Filed June 1, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $33,169 |
KREISCHER MILLER1 year Service code 10 100 WITMER RD STE 350 · HORSHAM, PA 190442369 | Accounting | $11,044 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,925 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $107,458 | $63,299+69.8% | $91,001+18.1% | $62,292+72.5% |
| Participation rate | 89.3% | 73.3%+16.0pp | 75.6%+13.7pp | 69.5%+19.8pp |
| Annual return | 24.01% | 20.99%+3.0pp | 4.60%+19.4pp | 28.90%-4.9pp |
| Employer contribution / active EE | $1,931 | $1,807+6.9% | $2,456-21.4% | $2,042-5.4% |
| Participant deferral / active EE | $3,838 | $2,943+30.4% | $3,547+8.2% | $3,169+21.1% |
| Admin fee / account holder | $393 | $468-16.0% | $5,417-92.7% | $479-18.0% |