Filed June 16, 2004 (most recent of 2 filings on file)
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 FINANCIAL4 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $28,473 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $27,310 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,780 | $45,343+14.2% | $150,298-65.5% | $67,986-23.8% |
| Participation rate | 92.5% | 51.9%+40.7pp | 77.8%+14.8pp | 57.2%+35.3pp |
| Annual return | 12.94% | 33.28%-20.3pp | 62.79%-49.8pp | 31.67%-18.7pp |
| Employer contribution / active EE | $1,153 | $1,462-21.1% | $4,154-72.2% | $2,019-42.9% |
| Participant deferral / active EE | $2,906 | $2,055+41.4% | $5,453-46.7% | $3,358-13.5% |
| Admin fee / account holder | $321 | $2,250-85.7% | $14,116-97.7% | $3,203-90.0% |