Filed December 9, 2015 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Service code 16 · EIN 04-3046611 | Consulting | $46,009 |
Filed as: VALIC Service code 15 · EIN 74-1625348 | Recordkeeping | $45,589 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS Service code 26 · EIN 04-2654524 | Advisory (Participants) | $31,730 |
UVM1 year Service code 27 · EIN 03-0219309 | Advisory (Plan) | $15,796 |
FID INV INST OPS CO2+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$5,173 |
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 | $93,167 | $43,110+116.1% | $156,551-40.5% | $65,292+42.7% |
| Participation rate | 88.5% | 69.3%+19.2pp | 84.0%+4.5pp | 72.4%+16.1pp |
| Annual return | 7.53% | 11.24%-3.7pp | 32.23%-24.7pp | 11.84%-4.3pp |
| Employer contribution / active EE | $4,049 | $1,702+137.9% | $5,501-26.4% | $2,302+75.9% |
| Participant deferral / active EE | $3,971 | $2,520+57.6% | $4,871-18.5% | $3,579+11.0% |
| Admin fee / account holder | $13 | $47-72.2% | $13,028-99.9% | $57-77.1% |