Filed April 30, 2009 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL - FINANCIAL - RPCP Service code 22 · EIN 04-3046611 FBO BAYSTATE FIDUCIARY ADVISORS · BOSTON, MA 021101861 | Insurance Broker | $12,375 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,915 | $67,166+72.6% | $57,356+102.1% | $55,191+110.0% |
| Participation rate | 98.7% | 77.7%+21.0pp | 75.1%+23.6pp | 69.2%+29.6pp |
| Annual return | -1.21% | 4.22%-5.4pp | 24.41%-25.6pp | 10.78%-12.0pp |
| Employer contribution / active EE | $2,403 | $2,812-14.6% | $2,689-10.6% | $1,899+26.6% |
| Participant deferral / active EE | $2,280 | $2,835-19.6% | $3,162-27.9% | $3,046-25.2% |
| Admin fee / account holder | $13 | $44-69.7% | $3,357-99.6% | $91-85.5% |