Filed December 12, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL - RP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $79,833 |
Service code 49 · EIN 04-1590850 | Other Services | $65,228 |
AIR CANADA1 year Filed as: AIR MEDICAL GROUP HOLDINGS LLC Service code 10 · EIN 35-2621141 | Accounting | $58,759 |
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $53,778 |
LPL FINANCIAL4+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $37,148 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1819235 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS2 years Service code 52 · EIN 23-2448660 | Indirect Investment Fees | $0 |
EATON VANCE2 years Service code 52 · EIN 04-2718215 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,156 | $44,007+4.9% | $154,107-70.0% | $68,904-33.0% |
| Participation rate | 48.9% | 70.0%-21.1pp | 83.0%-34.1pp | 74.1%-25.2pp |
| Annual return | 3.07% | 8.15%-5.1pp | 735.12%-732.0pp | 1.07%+2.0pp |
| Employer contribution / active EE | $1,112 | $1,732-35.8% | $5,298-79.0% | $2,540-56.2% |
| Participant deferral / active EE | $3,040 | $2,813+8.1% | $5,081-40.2% | $4,015-24.3% |
| Admin fee / account holder | $46 | $65-29.5% | $13,411-99.7% | $71-36.0% |