Filed December 21, 2016 (most recent of 2 filings on file)
Total covered: 6 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $52,765 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $47,213 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,729 | $54,245+56.2% | $93,727-9.6% | $77,762+9.0% |
| Participation rate | 98.0% | 63.9%+34.0pp | 68.7%+29.2pp | 70.6%+27.4pp |
| Annual return | 11.46% | 30.58%-19.1pp | 133.83%-122.4pp | 31.27%-19.8pp |
| Employer contribution / active EE | $1,955 | $1,168+67.4% | $2,421-19.3% | $2,728-28.4% |
| Participant deferral / active EE | $5,536 | $3,144+76.1% | $4,417+25.3% | $4,651+19.0% |
| Admin fee / account holder | $233 | $575-59.4% | $8,292-97.2% | $433-46.1% |