Filed December 27, 1996 (most recent of 2 filings on file)
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 |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,085 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 47-4777055 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,447 | $128,603-35.1% | $197,124-57.7% | $67,986+22.7% |
| Participation rate | 98.5% | 81.7%+16.8pp | 86.7%+11.8pp | 57.2%+41.3pp |
| Annual return | 17.50% | 23.77%-6.3pp | 44.34%-26.8pp | 31.67%-14.2pp |
| Employer contribution / active EE | $742 | $4,379-83.1% | $6,227-88.1% | $2,019-63.3% |
| Participant deferral / active EE | $5,154 | $6,840-24.7% | $9,135-43.6% | $3,358+53.5% |
| Admin fee / account holder | $19 | $3,035-99.4% | $16,298-99.9% | $3,203-99.4% |