Filed August 11, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $104,833 |
LPL FINANCIAL7 years Filed as: LPL FINANCIAL LLC-RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $57,361 |
THE RETIREMENT ADVANTAGE INC6 years Service code 13 | Contract Administrator | $19,960 |
THE RETIREMENT ADVANTAGE INC6 years Filed as: THE RETIREMENT ADVANTAGE Service code 49 · EIN 39-1816008 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,842 | $101,499+64.4% | $147,005+13.5% | $74,546+123.8% |
| Participation rate | 98.8% | 75.5%+23.3pp | 82.2%+16.6pp | 67.2%+31.6pp |
| Annual return | 14.05% | 8732.34%-8718.3pp | 418.76%-404.7pp | 1366.03%-1352.0pp |
| Employer contribution / active EE | $10,483 | $3,811+175.1% | $4,934+112.5% | $2,624+299.5% |
| Participant deferral / active EE | $9,396 | $7,304+28.6% | $8,070+16.4% | $4,347+116.1% |
| Admin fee / account holder | $195 | $1,748-88.9% | $13,006-98.5% | $1,944-90.0% |