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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,530 |
MONTEREY WEALTH1 year Filed as: MONTEREY FINANCIAL PARTNERS INC DBA Service code 27 1117 PERIMETER CENTER W STE E201 · ATLANTA, GA 30338 | Advisory (Plan) | $17,062 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 200 DRYDEN RD · DRESHER, PA 19025 | Contract Administrator | $13,973 |
LPL FINANCIAL4 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $10,283 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $195 |
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 | $129,792 | $58,888+120.4% | $178,498-27.3% | $73,493+76.6% |
| Participation rate | 99.1% | 66.2%+32.9pp | 81.9%+17.2pp | 70.7%+28.4pp |
| Annual return | 13.95% | 24.86%-10.9pp | 151.09%-137.1pp | 28.51%-14.6pp |
| Employer contribution / active EE | $6,554 | $2,236+193.1% | $5,011+30.8% | $2,270+188.7% |
| Participant deferral / active EE | $5,226 | $2,568+103.5% | $5,202+0.5% | $3,740+39.7% |
| Admin fee / account holder | $247 | $400-38.3% | $13,985-98.2% | $513-51.8% |