Filed April 4, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL6 years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $130,300 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,284 |
DANNIBLE & MCKEE, LLP9+ years Service code 10 221 SOUTH WARREN STREET · SYRACUSE, NY 13202 | Accounting | $12,400 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,242 | $93,010-13.7% | $96,538-16.9% | $74,473+7.7% |
| Participation rate | 87.4% | 71.6%+15.8pp | 74.3%+13.0pp | 70.7%+16.6pp |
| Annual return | 14.02% | 37.50%-23.5pp | 35.74%-21.7pp | 34.36%-20.3pp |
| Employer contribution / active EE | $2,576 | $3,427-24.8% | $3,740-31.1% | $2,638-2.3% |
| Participant deferral / active EE | $4,858 | $3,971+22.3% | $4,880-0.5% | $4,530+7.2% |
| Admin fee / account holder | $188 | $633-70.3% | $6,737-97.2% | $347-45.7% |