Filed October 3, 1996
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 FINANCIAL2 years Service code 27 · EIN 95-2834236 POB 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $22,098 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,648 |
HARTMAN CONSULTING LLC1 year Filed as: HARTMAN CONSULTING, LLC Service code 13 441 PENBROOKE DR STE 4 · PENFIELD, NY 14526 | Contract Administrator | $9,560 |
Service code 10 115 METRO PARK · ROCHESTER, NY 14623 | Accounting | $6,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,479 | $71,523+20.9% | $98,461-12.2% | $71,511+20.9% |
| Participation rate | 94.5% | 72.7%+21.8pp | 75.2%+19.4pp | 67.9%+26.6pp |
| Annual return | 19.40% | 32.43%-13.0pp | 21.17%-1.8pp | 28.86%-9.5pp |
| Employer contribution / active EE | $2,734 | $2,399+13.9% | $3,049-10.3% | $2,589+5.6% |
| Participant deferral / active EE | $2,988 | $4,109-27.3% | $4,738-36.9% | $4,291-30.4% |
| Admin fee / account holder | $424 | $1,676-74.7% | $8,961-95.3% | $1,588-73.3% |