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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,964 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $1,443 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $999 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $345 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $4,577 | $99,957-95.4% | $149,715-96.9% | $73,493-93.8% |
| Participation rate | 91.8% | 75.7%+16.1pp | 82.5%+9.3pp | 70.7%+21.1pp |
| Annual return | 21.30% | 53.87%-32.6pp | 276.66%-255.4pp | 28.51%-7.2pp |
| Employer contribution / active EE | $1,073 | $3,191-66.4% | $4,645-76.9% | $2,270-52.7% |
| Participant deferral / active EE | $1,774 | $6,073-70.8% | $6,842-74.1% | $3,740-52.6% |
| Admin fee / account holder | $59 | $551-89.3% | $9,310-99.4% | $513-88.5% |