Filed December 21, 2016 (most recent of 2 filings on file)
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $45,041 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $42,956 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $77,152 | $53,165+45.1% | $86,216-10.5% | $74,460+3.6% |
| Participation rate | 96.7% | 64.9%+31.9pp | 69.0%+27.8pp | 70.7%+26.0pp |
| Annual return | 16.50% | 22.64%-6.1pp | 1169.42%-1152.9pp | 34.38%-17.9pp |
| Employer contribution / active EE | $1,871 | $1,210+54.7% | $2,382-21.4% | $2,638-29.1% |
| Participant deferral / active EE | $5,264 | $3,234+62.8% | $3,986+32.1% | $4,530+16.2% |
| Admin fee / account holder | $209 | $551-62.1% | $6,853-97.0% | $348-40.0% |