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 | $101,653+64.1% | $147,080+13.4% | $74,459+124.1% |
| Participation rate | 98.8% | 75.6%+23.2pp | 82.2%+16.6pp | 67.2%+31.6pp |
| Annual return | 14.05% | 8754.98%-8740.9pp | 420.17%-406.1pp | 1369.70%-1355.7pp |
| Employer contribution / active EE | $10,483 | $3,813+174.9% | $4,933+112.5% | $2,626+299.2% |
| Participant deferral / active EE | $9,396 | $7,304+28.6% | $8,066+16.5% | $4,350+116.0% |
| Admin fee / account holder | $195 | $1,752-88.9% | $12,989-98.5% | $1,945-90.0% |