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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $12,215 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,004 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $232 |
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 | $38,868 | $58,888-34.0% | $178,498-78.2% | $73,493-47.1% |
| Participation rate | 55.0% | 66.2%-11.3pp | 81.9%-27.0pp | 70.7%-15.7pp |
| Annual return | 17.04% | 24.86%-7.8pp | 151.09%-134.1pp | 28.51%-11.5pp |
| Employer contribution / active EE | $1,192 | $2,236-46.7% | $5,011-76.2% | $2,270-47.5% |
| Participant deferral / active EE | $2,285 | $2,568-11.0% | $5,202-56.1% | $3,740-38.9% |
| Admin fee / account holder | $262 | $400-34.5% | $13,985-98.1% | $513-48.9% |