Filed March 14, 2018
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 Filed as: LPL Service code 17 · EIN 95-2834236 | Pension Consulting | $22,923 |
WRIGHT FORD YOUNG & CO1+ years Service code 10 · EIN 95-3288054 | Accounting | $8,000 |
MINNESOTA LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $5,270 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,397 | $43,550-14.1% | $63,244-40.9% | $52,331-28.5% |
| Participation rate | 87.2% | 65.7%+21.5pp | 71.0%+16.1pp | 68.1%+19.1pp |
| Annual return | -0.90% | 2.03%-2.9pp | -70.31%+69.4pp | 4.54%-5.4pp |
| Employer contribution / active EE | $410 | $1,351-69.7% | $2,322-82.4% | $1,882-78.2% |
| Participant deferral / active EE | $4,137 | $2,254+83.6% | $2,953+40.1% | $3,022+36.9% |
| Admin fee / account holder | $55 | $387-85.7% | $5,893-99.1% | $592-90.7% |