Filed December 21, 2016 (most recent of 2 filings on file)
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL-RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $43,184 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $39,819 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,166 | $42,367+65.6% | $79,580-11.8% | $64,819+8.2% |
| Participation rate | 96.7% | 64.7%+32.0pp | 69.5%+27.3pp | 71.5%+25.3pp |
| Annual return | -14.08% | -12.23%-1.8pp | 0.15%-14.2pp | 32.84%-46.9pp |
| Employer contribution / active EE | $1,841 | $1,181+55.9% | $2,413-23.7% | $2,507-26.6% |
| Participant deferral / active EE | $5,242 | $3,170+65.4% | $3,985+31.5% | $4,311+21.6% |
| Admin fee / account holder | $217 | $160+36.0% | $6,835-96.8% | $188+15.6% |