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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 92150 | Other Commissions | $15,616 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,110 |
MATTHEWS BENEFIT GROUP, INC.4+ years Service code 13 701 94TH AVENUE NORTH · ST PETERSBURG, FL 33704 | Contract Administrator | $4,316 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREEDWOOD VILLAGE, CO 80111 | Investment Management | $1,783 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA ASCENSUS Service code 13 200 DRYDEN RD · DRESHER, PA 19025 | Contract Administrator | $60 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,626 | $75,962-61.0% | $154,111-80.8% | $64,173-53.8% |
| Participation rate | 70.7% | 70.4%+0.3pp | 83.0%-12.3pp | 69.6%+1.2pp |
| Annual return | -4.54% | 30.32%-34.9pp | 735.18%-739.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $576 | $3,350-82.8% | $5,298-89.1% | $2,381-75.8% |
| Participant deferral / active EE | $3,988 | $3,175+25.6% | $5,081-21.5% | $3,470+14.9% |
| Admin fee / account holder | $147 | $5,589-97.4% | $13,411-98.9% | $4,887-97.0% |