Filed June 1, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $36,734 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,138 |
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 | $108,606 | $58,083+87.0% | $80,019+35.7% | $56,287+93.0% |
| Participation rate | 92.4% | 73.6%+18.8pp | 75.8%+16.6pp | 69.9%+22.5pp |
| Annual return | 9.69% | 34.61%-24.9pp | 11.22%-1.5pp | -9.96%+19.7pp |
| Employer contribution / active EE | $1,898 | $1,932-1.8% | $2,468-23.1% | $2,111-10.1% |
| Participant deferral / active EE | $3,489 | $3,135+11.3% | $3,686-5.3% | $3,350+4.2% |
| Admin fee / account holder | $284 | $623-54.4% | $6,521-95.6% | $521-45.5% |