Filed September 1, 2020
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 |
|---|---|---|
Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping | $80,281 |
Filed as: LINSCO/PRIVATE LEDGER CORP. Service code 55 | Other Commissions | $43,055 |
LPL FINANCIAL1 year Service code 27 P.O. BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $15,091 |
Filed as: STELMACK DOBRANSKY & EANNANCE LLC Service code 10 3328 WASHINGTON ROAD · MCMURRAY, PA 15317 | Accounting | $8,000 |
WATKINS ROSS1 year Filed as: WATKINS ROSS & CO. Service code 13 · EIN 38-1477362 200 OTTAWA AVENUE N.W. · GRAND RAPIDS, MA 49503 | Contract Administrator | $6,353 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,073 |
Service code 55 | Other Commissions | $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 | $93,425 | $100,801-7.3% | $149,745-37.6% | $73,412+27.3% |
| Participation rate | 93.0% | 77.7%+15.3pp | 82.5%+10.5pp | 72.2%+20.8pp |
| Annual return | 15.92% | 265.34%-249.4pp | 276.72%-260.8pp | 59.30%-43.4pp |
| Employer contribution / active EE | $3,220 | $3,312-2.8% | $4,646-30.7% | $2,234+44.2% |
| Participant deferral / active EE | $7,127 | $6,404+11.3% | $6,843+4.2% | $3,806+87.3% |
| Admin fee / account holder | $291 | $181+61.1% | $9,312-96.9% | $158+84.5% |