Filed November 9, 2005
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 FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $40,445 |
LPL FINANCIAL1+ years Service code 27 | Advisory (Plan) | $21,823 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $5,614 |
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 | $67,179 | $70,002-4.0% | $115,038-41.6% | $52,331+28.4% |
| Participation rate | 97.0% | 72.1%+24.9pp | 81.4%+15.6pp | 68.1%+28.9pp |
| Annual return | -1.04% | 4.04%-5.1pp | 26.14%-27.2pp | 4.54%-5.6pp |
| Employer contribution / active EE | $2,387 | $2,715-12.1% | $4,608-48.2% | $1,882+26.8% |
| Participant deferral / active EE | $11,009 | $4,920+123.8% | $6,026+82.7% | $3,022+264.3% |
| Admin fee / account holder | $151 | $566-73.3% | $8,175-98.2% | $592-74.5% |