Filed May 15, 2013
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+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $65,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,965 |
RKL LLP1+ years Filed as: RKL Service code 10 · EIN 23-2108173 | Accounting | $18,300 |
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 | $51,210 | $81,321-37.0% | $68,509-25.3% | $59,188-13.5% |
| Participation rate | 97.3% | 83.8%+13.5pp | 74.7%+22.6pp | 69.4%+27.9pp |
| Annual return | 0.19% | 4.65%-4.5pp | 8.27%-8.1pp | 5.51%-5.3pp |
| Employer contribution / active EE | $2,468 | $3,297-25.1% | $2,278+8.3% | $2,098+17.6% |
| Participant deferral / active EE | $3,180 | $4,592-30.8% | $3,382-6.0% | $3,265-2.6% |
| Admin fee / account holder | $21 | $62-65.4% | $5,275-99.6% | $92-76.8% |