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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5 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 | $176,391 | $91,559+92.7% | $133,971+31.7% | $79,852+120.9% |
| Participation rate | 93.1% | 73.3%+19.7pp | 79.8%+13.2pp | 69.6%+23.4pp |
| Annual return | 8.35% | 61.85%-53.5pp | 45.09%-36.7pp | 31.72%-23.4pp |
| Employer contribution / active EE | $3,911 | $2,384+64.1% | $3,919-0.2% | $2,471+58.3% |
| Participant deferral / active EE | $8,713 | $3,734+133.4% | $5,047+72.6% | $3,740+133.0% |
| Admin fee / account holder | $229 | $6,321-96.4% | $8,929-97.4% | $5,306-95.7% |