Filed January 13, 2022
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 P.O. BOX 509026 · SAN DIEGO, CA 921509026 | Advisory (Plan) | $8,578 |
PROGRESSIVE PENSION ADMIN., INC.1+ years Service code 13 4560 VIA ROYALE, SUITE 4A · FORT MYERS, FL 33919 | Contract Administrator | $2,919 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,914 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,149 | $57,108-33.2% | $94,229-59.5% | $52,331-27.1% |
| Participation rate | 63.5% | 72.9%-9.5pp | 78.8%-15.3pp | 68.1%-4.6pp |
| Annual return | -0.96% | 1.47%-2.4pp | 10.68%-11.6pp | 4.54%-5.5pp |
| Employer contribution / active EE | $506 | $1,735-70.9% | $3,587-85.9% | $1,882-73.1% |
| Participant deferral / active EE | $2,319 | $3,040-23.7% | $4,320-46.3% | $3,022-23.3% |
| Admin fee / account holder | $149 | $546-72.7% | $6,269-97.6% | $592-74.8% |