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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $24,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $138,689 | $78,707+76.2% | $117,861+17.7% | $70,126+97.8% |
| Participation rate | 93.6% | 73.2%+20.4pp | 79.7%+13.9pp | 69.5%+24.0pp |
| Annual return | 8.22% | 23.30%-15.1pp | 335.11%-326.9pp | 73.15%-64.9pp |
| Employer contribution / active EE | $3,093 | $2,223+39.1% | $3,786-18.3% | $2,343+32.0% |
| Participant deferral / active EE | $6,638 | $3,297+101.3% | $4,482+48.1% | $3,332+99.2% |
| Admin fee / account holder | $218 | $5,066-95.7% | $8,021-97.3% | $4,645-95.3% |