Filed January 6, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
LPL FINANCIAL6+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $54,400 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,597 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $175,390 | $73,638+138.2% | $95,964+82.8% | $73,497+138.6% |
| Participation rate | 69.3% | 76.2%-6.8pp | 77.1%-7.8pp | 70.7%-1.4pp |
| Annual return | 13.80% | 16.78%-3.0pp | 91.64%-77.8pp | 28.51%-14.7pp |
| Employer contribution / active EE | $2,275 | $1,863+22.1% | $2,541-10.5% | $2,270+0.2% |
| Participant deferral / active EE | $4,228 | $3,617+16.9% | $4,167+1.5% | $3,740+13.0% |
| Admin fee / account holder | $20 | $482-95.8% | $6,797-99.7% | $513-96.0% |