Filed April 4, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 509026 · SAN DIEGO, CA 921509026 | Advisory (Plan) | $47,588 |
DANNIBLE & MCKEE, LLP2+ years Service code 10 221 SOUTH WARREN STREET · SYRACUSE, NY 13202 | Accounting | $5,000 |
Service code 15 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,445 |
QDRO CONSULTANTS COMPANY, LLC2+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $600 |
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 | $60,629 | $57,921+4.7% | $84,753-28.5% | $57,658+5.2% |
| Participation rate | 91.6% | 72.9%+18.6pp | 76.6%+15.0pp | 70.2%+21.3pp |
| Annual return | 7.32% | 10.24%-2.9pp | 22.78%-15.5pp | 5.13%+2.2pp |
| Employer contribution / active EE | $1,662 | $2,598-36.0% | $3,574-53.5% | $1,974-15.8% |
| Participant deferral / active EE | $3,386 | $2,742+23.5% | $3,712-8.8% | $3,061+10.6% |
| Admin fee / account holder | $70 | $130-46.2% | $5,333-98.7% | $95-26.2% |