Filed January 6, 2006
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.
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3+ years Service code 27 75 STATE STREET 24TH FLOOR · BOSTON, MA 021091827 | Advisory (Plan) | $13,823 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,283 | $79,523+96.5% | $140,019+11.6% | $56,289+177.6% |
| Participation rate | 99.3% | 85.7%+13.6pp | 87.5%+11.8pp | 69.9%+29.5pp |
| Annual return | 10.12% | 2.39%+7.7pp | 651.17%-641.1pp | -9.96%+20.1pp |
| Employer contribution / active EE | $16,892 | $3,350+404.2% | $5,605+201.4% | $2,111+700.1% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $74 | $614-88.0% | $10,705-99.3% | $521-85.9% |