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 FINANCIAL1 year Filed as: LPL FINANCIAL - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $44,037 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $37,931 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,684 | $50,956+62.3% | $96,570-14.4% | $86,821-4.8% |
| Participation rate | 95.7% | 65.2%+30.5pp | 69.8%+25.9pp | 72.3%+23.5pp |
| Annual return | 10.41% | 21.27%-10.9pp | 37.79%-27.4pp | 97.94%-87.5pp |
| Employer contribution / active EE | $1,439 | $1,111+29.5% | $2,357-39.0% | $2,406-40.2% |
| Participant deferral / active EE | $5,189 | $2,954+75.7% | $3,849+34.8% | $4,132+25.6% |
| Admin fee / account holder | $228 | $166+37.2% | $6,182-96.3% | $170+34.3% |