Filed March 17, 2016
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,154 |
LPL FINANCIAL2 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $14,942 |
Filed as: RETIREMENT PLANNING SERVICES INC Service code 13 | Contract Administrator | $5,976 |
Service code 13 PO BOAX 3789 · LITTLETON, CO 80161 | Contract Administrator | $2,905 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,857 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,887 | $58,895-37.4% | $178,503-79.3% | $73,497-49.8% |
| Participation rate | 81.9% | 66.2%+15.7pp | 81.9%-0.1pp | 70.7%+11.2pp |
| Annual return | 8.76% | 24.86%-16.1pp | 151.12%-142.4pp | 28.51%-19.8pp |
| Employer contribution / active EE | $3,875 | $2,236+73.3% | $5,011-22.7% | $2,270+70.7% |
| Participant deferral / active EE | $2,358 | $2,567-8.1% | $5,202-54.7% | $3,740-37.0% |
| Admin fee / account holder | $169 | $400-57.8% | $13,987-98.8% | $513-67.0% |