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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $28,943 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $16,981 |
Service code 64 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,821 |
Filed as: BENEFIT PLANS PLUS Service code 13 | Contract Administrator | $11,898 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 13 6 CITY PLACE DR STE 700 · ST. LOUIS, MO 63141 | Contract Administrator | $2,500 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Investment Management | $266 |
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 | $25,178 | $37,196-32.3% | $154,114-83.7% | $55,725-54.8% |
| Participation rate | 81.4% | 64.1%+17.3pp | 83.0%-1.7pp | 70.9%+10.5pp |
| Annual return | -2.77% | 1319.68%-1322.5pp | 735.16%-737.9pp | 244.93%-247.7pp |
| Employer contribution / active EE | $902 | $1,614-44.1% | $5,298-83.0% | $2,078-56.6% |
| Participant deferral / active EE | $2,818 | $2,068+36.2% | $5,081-44.5% | $3,356-16.0% |
| Admin fee / account holder | $104 | $102+2.6% | $13,411-99.2% | $115-9.5% |