Filed April 4, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 509026 · SAN DIEGO, CA 921509026 | Advisory (Plan) | $113,806 |
DANNIBLE & MCKEE, LLP3+ years Service code 10 221 SOUTH WARREN STREET · SYRACUSE, NY 13202 | Accounting | $20,000 |
Service code 15 8515 E. ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $683 |
QDRO CONSULTANTS COMPANY, LLC3+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
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 | $64,251 | $60,545+6.1% | $92,240-30.3% | $69,631-7.7% |
| Participation rate | 94.1% | 72.2%+22.0pp | 76.5%+17.6pp | 70.7%+23.4pp |
| Annual return | 15.53% | 19.71%-4.2pp | 176.29%-160.8pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $1,658 | $2,633-37.0% | $3,680-54.9% | $2,032-18.4% |
| Participant deferral / active EE | $3,528 | $2,828+24.8% | $3,897-9.5% | $3,224+9.5% |
| Admin fee / account holder | $155 | $145+6.8% | $5,194-97.0% | $110+40.0% |