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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL6+ years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $39,181 |
PLANTE & MORAN, PLLC6+ years Filed as: PLANTE & MORAN PLLC Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $11,900 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $11,328 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,990 | $79,519-40.9% | $95,956-51.0% | $73,412-36.0% |
| Participation rate | 92.1% | 81.2%+10.9pp | 77.1%+15.0pp | 72.2%+19.9pp |
| Annual return | 9.36% | 19.20%-9.8pp | 91.63%-82.3pp | 59.30%-49.9pp |
| Employer contribution / active EE | $0 | $2,048-100.0% | $2,541-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,795 | $4,138-56.6% | $4,167-56.9% | $3,806-52.8% |
| Admin fee / account holder | $139 | $184-24.4% | $6,797-98.0% | $158-11.8% |