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 |
|---|---|---|
AKT LLP1 year Service code 10 | Accounting | $20,000 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 92150 | Other Commissions | $19,377 |
MT. HOOD PENSION SERVICE, LLC3+ years Service code 13 · EIN 22-3859477 | Contract Administrator | $8,080 |
LPL FINANCIAL1 year Service code 27 | Advisory (Plan) | $3,338 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,894 |
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 | $67,761 | $64,909+4.4% | $82,312-17.7% | $62,293+8.8% |
| Participation rate | 60.4% | 74.9%-14.5pp | 76.9%-16.5pp | 69.5%-9.2pp |
| Annual return | 16.46% | 21.18%-4.7pp | 25.88%-9.4pp | 28.90%-12.4pp |
| Employer contribution / active EE | $1,416 | $1,676-15.5% | $2,428-41.7% | $2,042-30.7% |
| Participant deferral / active EE | $4,969 | $3,103+60.1% | $3,706+34.1% | $3,169+56.8% |
| Admin fee / account holder | $222 | $440-49.4% | $5,608-96.0% | $479-53.6% |