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 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $47,148 |
DANNIBLE & MCKEE, LLP5+ years Service code 10 221 SOUTH WARREN STREET · SYRACUSE, NY 13202 | Accounting | $13,495 |
QDRO CONSULTANTS COMPANY, LLC5+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $68,938 | $66,650+3.4% | $92,915-25.8% | $67,582+2.0% |
| Participation rate | 93.2% | 72.5%+20.7pp | 76.0%+17.2pp | 71.3%+21.9pp |
| Annual return | 19.81% | 92.64%-72.8pp | 109.45%-89.6pp | 378.57%-358.8pp |
| Employer contribution / active EE | $1,857 | $2,777-33.1% | $3,653-49.2% | $2,148-13.6% |
| Participant deferral / active EE | $4,387 | $3,160+38.9% | $4,238+3.5% | $3,539+24.0% |
| Admin fee / account holder | $52 | $199-74.0% | $5,796-99.1% | $142-63.6% |