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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 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 |
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 | $127,790 | $72,404+76.5% | $110,243+15.9% | $64,173+99.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -1.64% | -6.29%+4.6pp | 314.76%-316.4pp | 7.63%-9.3pp |
| Employer contribution / active EE | $3,025 | $2,282+32.6% | $3,827-20.9% | $2,381+27.1% |
| Participant deferral / active EE | $7,622 | $3,469+119.7% | $4,672+63.1% | $3,470+119.7% |
| Admin fee / account holder | $202 | $5,664-96.4% | $8,548-97.6% | $4,887-95.9% |