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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Service code 27 P.O. BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $13,913 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,449 |
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 | $17,409 | $52,293-66.7% | $178,503-90.2% | $73,412-76.3% |
| Participation rate | 86.9% | 65.3%+21.5pp | 81.9%+5.0pp | 72.2%+14.7pp |
| Annual return | 14.87% | 34.75%-19.9pp | 151.12%-136.2pp | 59.30%-44.4pp |
| Employer contribution / active EE | $945 | $1,736-45.6% | $5,011-81.1% | $2,234-57.7% |
| Participant deferral / active EE | $2,740 | $2,333+17.4% | $5,202-47.3% | $3,806-28.0% |
| Admin fee / account holder | $50 | $127-61.0% | $13,987-99.6% | $158-68.5% |