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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 509026 · SAN DIEGO, CA 921509026 | Advisory (Plan) | $24,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $132,486 | $65,704+101.6% | $94,229+40.6% | $59,633+122.2% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 0.51% | 5.22%-4.7pp | 10.68%-10.2pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $3,311 | $2,021+63.9% | $3,587-7.7% | $2,203+50.3% |
| Participant deferral / active EE | $7,372 | $3,143+134.6% | $4,320+70.6% | $3,192+131.0% |
| Admin fee / account holder | $224 | $4,265-94.7% | $6,269-96.4% | $4,297-94.8% |