Filed April 26, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,816 |
Service code 27 3030 N ROCKY POINT DR W, SUITE 700 · TAMPA, FL 33607 | Advisory (Plan) | $6,948 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $1,093 |
Filed as: RESOURCES INVESTMENT ADVISORS DBA B Service code 99 4860 COLLEGE BLVD SUITE 100 · OVERLAND PARK, KS 66211 | Other Fees | $1,088 |
PENSIONS PLUS, INC.2+ years Service code 13 P.O. BOX 71427 · SALT LAKE CITY, UT 841710427 | Contract Administrator | $707 |
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).
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 | $23,120 | $52,884-56.3% | $84,753-72.7% | $55,167-58.1% |
| Participation rate | 50.9% | 67.5%-16.6pp | 76.6%-25.7pp | 69.0%-18.1pp |
| Annual return | 9.65% | 18.03%-8.4pp | 22.78%-13.1pp | 169.23%-159.6pp |
| Employer contribution / active EE | $1,468 | $2,233-34.3% | $3,574-58.9% | $1,963-25.2% |
| Participant deferral / active EE | $2,369 | $2,644-10.4% | $3,712-36.2% | $3,054-22.4% |
| Admin fee / account holder | $179 | $581-69.2% | $5,333-96.6% | $504-64.4% |