Filed April 4, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $117,521 |
DANNIBLE & MCKEE, LLP4+ years Service code 10 221 SOUTH WARREN STREET · SYRACUSE, NY 13202 | Accounting | $13,495 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $850 |
QDRO CONSULTANTS COMPANY, LLC4+ 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 | $60,779 | $56,443+7.7% | $83,831-27.5% | $55,725+9.1% |
| Participation rate | 93.5% | 72.0%+21.5pp | 76.1%+17.4pp | 70.9%+22.6pp |
| Annual return | -4.50% | 393.67%-398.2pp | 850.99%-855.5pp | 244.93%-249.4pp |
| Employer contribution / active EE | $1,759 | $2,682-34.4% | $3,631-51.5% | $2,078-15.3% |
| Participant deferral / active EE | $4,042 | $2,965+36.3% | $4,082-1.0% | $3,356+20.4% |
| Admin fee / account holder | $155 | $156-0.7% | $5,479-97.2% | $115+34.7% |