Filed August 11, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,601 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $10,641 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,650 | $80,753-26.1% | $136,298-56.2% | $62,293-4.2% |
| Participation rate | 97.2% | 73.5%+23.7pp | 81.9%+15.3pp | 69.5%+27.7pp |
| Annual return | 15.38% | 35.83%-20.4pp | 5156.27%-5140.9pp | 28.90%-13.5pp |
| Employer contribution / active EE | $5,874 | $2,884+103.7% | $4,696+25.1% | $2,042+187.6% |
| Participant deferral / active EE | $4,969 | $5,164-3.8% | $6,247-20.5% | $3,169+56.8% |
| Admin fee / account holder | $59 | $525-88.8% | $9,244-99.4% | $479-87.7% |