Filed December 20, 2012
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 FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 92150 | Other Commissions | $19,738 |
MT. HOOD PENSION SERVICE, LLC2+ years Service code 13 · EIN 22-3859477 | Contract Administrator | $6,852 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $963 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,163 | $60,165+6.6% | $74,184-13.5% | $55,167+16.3% |
| Participation rate | 68.3% | 74.2%-5.8pp | 76.6%-8.3pp | 69.0%-0.6pp |
| Annual return | 15.44% | 10.00%+5.4pp | 17.74%-2.3pp | 169.23%-153.8pp |
| Employer contribution / active EE | $1,756 | $1,600+9.8% | $2,370-25.9% | $1,963-10.5% |
| Participant deferral / active EE | $6,075 | $2,973+104.4% | $3,550+71.1% | $3,054+98.9% |
| Admin fee / account holder | $3 | $419-99.4% | $5,586-100.0% | $504-99.5% |