Filed September 27, 2006
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 FINANCIAL9+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $36,232 |
Service code 13 · EIN 04-3314028 80 N MAIN STREET · WHITE RIVER JUNCTION, VT 05001 | Contract Administrator | $33,145 |
Filed as: EMPOWER ANNUITY INSURANCE CO. OF AM Service code 64 | Recordkeeping Fees | $65 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,915 | $54,193+143.4% | $93,606+40.9% | $77,643+69.9% |
| Participation rate | 63.4% | 63.9%-0.6pp | 68.7%-5.4pp | 70.6%-7.2pp |
| Annual return | 25.05% | 30.54%-5.5pp | 133.20%-108.1pp | 31.24%-6.2pp |
| Employer contribution / active EE | $1,589 | $1,168+36.0% | $2,420-34.3% | $2,726-41.7% |
| Participant deferral / active EE | $4,619 | $3,144+46.9% | $4,411+4.7% | $4,647-0.6% |
| Admin fee / account holder | $117 | $576-79.7% | $8,285-98.6% | $430-72.8% |