Filings through .
Filed August 7, 1992
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.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL RETIREMENT PARTNERS Service code 26 · EIN 04-3046611 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Participants) | $19,378 |
PAYCHEX, INC.1+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $12,685 |
LPL FINANCIAL1+ years Service code 26 · EIN 04-3046611 RP COMPENSATION · SAN DIEGO, CA 92150 | Advisory (Participants) | $6,551 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 26 · EIN 33-0818667 4000 MACARTHUR BOULEVARD · NEWPORT BEACH, CA 92660 | Advisory (Participants) | $6,250 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.