Filed April 4, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5 years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $134,740 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $109,172 |
QDRO CONSULTANTS COMPANY, LLC8+ 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 | $74,215 | $106,236-30.1% | $112,263-33.9% | $64,824+14.5% |
| Participation rate | 93.1% | 71.7%+21.4pp | 75.1%+18.0pp | 71.5%+21.6pp |
| Annual return | -12.57% | -6.02%-6.6pp | 27.49%-40.1pp | 32.84%-45.4pp |
| Employer contribution / active EE | $2,400 | $3,167-24.2% | $3,636-34.0% | $2,507-4.3% |
| Participant deferral / active EE | $4,524 | $3,786+19.5% | $4,729-4.3% | $4,311+4.9% |
| Admin fee / account holder | $267 | $452-41.0% | $6,410-95.8% | $188+41.9% |