Filed June 20, 1995
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 FINANCIAL4 years Filed as: LION STREET FINANCIAL LLC Service code 55 515 CONGRESS AVE STE 2500 · AUSTIN, TX 78701 | Other Commissions | $15,148 |
WIDMER ROEL PC6+ years Service code 10 4334 18TH AVE S STE 101 · FARGO, ND 58103 | Accounting | $10,816 |
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNERS SERVICES Service code 13 PO BOX 55757 · BOSTON, MA 02205 | Contract Administrator | $8,703 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,681 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $756 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,339 | $78,423-37.1% | $95,964-48.6% | $79,856-38.2% |
| Participation rate | 95.7% | 73.5%+22.2pp | 77.1%+18.6pp | 69.6%+26.0pp |
| Annual return | 16.71% | 19.37%-2.7pp | 91.64%-74.9pp | 31.71%-15.0pp |
| Employer contribution / active EE | $1,149 | $1,945-40.9% | $2,541-54.8% | $2,471-53.5% |
| Participant deferral / active EE | $2,810 | $3,440-18.3% | $4,167-32.6% | $3,741-24.9% |
| Admin fee / account holder | $120 | $5,622-97.9% | $6,797-98.2% | $5,306-97.7% |