Filed July 28, 2012 (most recent of 4 filings on file)
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 FINANCIAL1 year Filed as: LPL FINACIAL LLC Service code 55 | Other Commissions | $15,220 |
PENSION ASSURANCE LLP1 year Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 13 · EIN 85-0402842 6201 UPTOWN BLVD NE, STE 100 · ALBUQUERQUE, NM 87110 | Contract Administrator | $8,950 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,964 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,810 |
Filed as: 3 38 INVESTMENT FIDUCIARIES Service code 27 40 W EASY ST · SIMI VALLEY, CA 93065 | Advisory (Plan) | $3,676 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,013 | $69,383-12.1% | $101,275-39.8% | $73,497-17.0% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 10.67% | 18.46%-7.8pp | 46.48%-35.8pp | 28.51%-17.8pp |
| Employer contribution / active EE | $7,436 | $2,628+182.9% | $3,660+103.2% | $2,270+227.6% |
| Participant deferral / active EE | $2,447 | $3,301-25.9% | $4,371-44.0% | $3,740-34.6% |
| Admin fee / account holder | $118 | $704-83.2% | $5,948-98.0% | $513-76.9% |