Filed October 30, 1992
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.
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| Provider | Service type | Compensation |
|---|---|---|
PRIVATE ADVISOR GROUP LLC1+ years Service code 27 65 MADISON AVE STE 300 · MORRISTOWN, NJ 07860 | Advisory (Plan) | $15,790 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,399 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 99 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Fees | $2,731 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $218 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $35,099 | $53,412-34.3% | $68,509-48.8% | $52,331-32.9% |
| Participation rate | 43.7% | 71.7%-28.0pp | 74.7%-31.1pp | 68.1%-24.4pp |
| Annual return | 1.82% | 3.42%-1.6pp | 8.27%-6.5pp | 4.54%-2.7pp |
| Employer contribution / active EE | $385 | $1,607-76.1% | $2,278-83.1% | $1,882-79.6% |
| Participant deferral / active EE | $1,387 | $2,688-48.4% | $3,382-59.0% | $3,022-54.1% |
| Admin fee / account holder | $313 | $461-32.2% | $5,275-94.1% | $592-47.2% |