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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,671 |
LPL FINANCIAL2 years Service code 27 P.O. BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $17,351 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 FUTUREPLAN BY ASCENSUS · SAN DIEGO, CA 92101 | Contract Administrator | $3,400 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,179 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,284 | $61,166-53.8% | $185,849-84.8% | $79,391-64.4% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 17.94% | 19.45%-1.5pp | 122.10%-104.2pp | 116.88%-98.9pp |
| Employer contribution / active EE | $1,334 | $2,321-42.5% | $5,169-74.2% | $2,428-45.0% |
| Participant deferral / active EE | $4,121 | $2,789+47.8% | $5,569-26.0% | $4,046+1.8% |
| Admin fee / account holder | $102 | $710-85.7% | $16,244-99.4% | $627-83.8% |