Filed June 1, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $37,004 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,138 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $99,757 | $66,319+50.4% | $93,621+6.6% | $65,185+53.0% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 0.22% | 42.59%-42.4pp | 32.76%-32.5pp | 29.38%-29.2pp |
| Employer contribution / active EE | $2,189 | $2,013+8.8% | $2,719-19.5% | $2,177+0.6% |
| Participant deferral / active EE | $3,806 | $3,343+13.9% | $4,070-6.5% | $3,514+8.3% |
| Admin fee / account holder | $259 | $6,900-96.2% | $7,890-96.7% | $847-69.4% |