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 | $101,591+64.2% | $147,096+13.4% | $74,429+124.2% |
| Participation rate | 98.8% | 75.5%+23.2pp | 82.2%+16.6pp | 67.2%+31.6pp |
| Annual return | 14.05% | 8746.45%-8732.4pp | 419.75%-405.7pp | 1368.38%-1354.3pp |
| Employer contribution / active EE | $10,483 | $3,813+175.0% | $4,936+112.4% | $2,625+299.4% |
| Participant deferral / active EE | $9,396 | $7,302+28.7% | $8,071+16.4% | $4,348+116.1% |
| Admin fee / account holder | $195 | $1,750-88.9% | $13,005-98.5% | $1,944-90.0% |