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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: FINANCIAL ADVOCATES INVESTMENT MANA Service code 27 1601 COOPER POINT ROAD NW · OLYMPIA, WA 98502 | Advisory (Plan) | $20,513 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,590 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,101 |
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 | $102,519 | $69,383+47.8% | $101,271+1.2% | $73,493+39.5% |
| Participation rate | 96.1% | 68.4%+27.7pp | 75.8%+20.3pp | 70.7%+25.4pp |
| Annual return | 23.87% | 18.46%+5.4pp | 46.48%-22.6pp | 28.51%-4.6pp |
| Employer contribution / active EE | $3,641 | $2,628+38.5% | $3,660-0.5% | $2,270+60.4% |
| Participant deferral / active EE | $8,798 | $3,301+166.5% | $4,371+101.3% | $3,740+135.2% |
| Admin fee / account holder | $198 | $704-71.8% | $5,948-96.7% | $513-61.3% |