Filed June 25, 1996
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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $27,383 |
Filed as: HAM LANGSTON & BREZINA LLP Service code 10 11550 FUQUA STE 475 · HOUSTON, TX 77034 | Accounting | $15,820 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $456 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,799 | $71,526+17.2% | $98,450-14.9% | $71,495+17.2% |
| Participation rate | 97.4% | 72.7%+24.7pp | 75.2%+22.3pp | 67.9%+29.5pp |
| Annual return | 21.78% | 32.42%-10.6pp | 21.16%+0.6pp | 28.85%-7.1pp |
| Employer contribution / active EE | $2,717 | $2,400+13.2% | $3,049-10.9% | $2,589+4.9% |
| Participant deferral / active EE | $4,880 | $4,110+18.7% | $4,739+3.0% | $4,291+13.7% |
| Admin fee / account holder | $177 | $1,675-89.4% | $8,961-98.0% | $1,588-88.8% |