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 |
|---|---|---|
Filed as: WINTHROP ADVISORY GROUP LLC Service code 27 321 COLUMBUS AVE 3RD FL · BOSTON, MA 02166 | Advisory (Plan) | $28,961 |
Service code 13 · EIN 04-3314028 80 N MAIN STREET · WHITE RIVER JUNCTION, VT 05001 | Contract Administrator | $21,615 |
LPL FINANCIAL10+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $9,172 |
Filed as: EMPOWER ANNUITY INSURANCE CO. OF AM Service code 64 | Recordkeeping Fees | $1,890 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,698 | $50,192+202.2% | $108,359+40.0% | $64,728+134.4% |
| Participation rate | 61.5% | 41.8%+19.7pp | 70.1%-8.6pp | 57.9%+3.6pp |
| Annual return | 15.76% | 14.22%+1.5pp | 36.89%-21.1pp | 49.38%-33.6pp |
| Employer contribution / active EE | $1,598 | $1,117+43.0% | $2,399-33.4% | $2,243-28.8% |
| Participant deferral / active EE | $4,714 | $1,676+181.2% | $4,137+13.9% | $2,729+72.7% |
| Admin fee / account holder | $220 | $2,161-89.8% | $9,741-97.7% | $1,145-80.8% |