Filed April 4, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL7 years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $148,232 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,819 |
DANNIBLE & MCKEE, LLP10+ years Service code 10 221 SOUTH WARREN STREET · SYRACUSE, NY 13202 | Accounting | $15,500 |
QDRO CONSULTANTS COMPANY, LLC10+ years Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,084 | $83,023+8.5% | $102,437-12.1% | $77,762+15.8% |
| Participation rate | 95.7% | 71.5%+24.2pp | 74.5%+21.2pp | 70.6%+25.1pp |
| Annual return | 14.33% | 19.12%-4.8pp | 24.95%-10.6pp | 31.27%-16.9pp |
| Employer contribution / active EE | $2,711 | $3,552-23.7% | $3,871-30.0% | $2,728-0.6% |
| Participant deferral / active EE | $5,101 | $4,110+24.1% | $5,060+0.8% | $4,651+9.7% |
| Admin fee / account holder | $222 | $639-65.3% | $8,388-97.4% | $433-48.8% |