Filed October 18, 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 |
|---|---|---|
PLANPILOT, LLC5+ years Filed as: PLAN PILOT, LLC Service code 16 · EIN 45-4168388 223 W. JACKSON BLVD STE 800 · CHICAGO, IL 606066913 | Consulting | $37,062 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 16 · EIN 04-3046611 4707 EXECUTIVE DR. · SAN DIEGO, CA 92121 | Consulting | $30,000 |
BKD, LLP5+ years Service code 10 · EIN 44-0160260 200 E. MAIN ST STE 700 · FORT WAYNE, IN 46802 | Accounting | $14,525 |
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 | $153,903 | $84,948+81.2% | $70,462+118.4% | $73,412+109.6% |
| Participation rate | 97.6% | 79.9%+17.7pp | 75.1%+22.6pp | 72.2%+25.4pp |
| Annual return | 10.93% | 13.39%-2.5pp | 109.08%-98.1pp | 59.30%-48.4pp |
| Employer contribution / active EE | $2,695 | $2,834-4.9% | $2,737-1.5% | $2,234+20.7% |
| Participant deferral / active EE | $4,051 | $3,387+19.6% | $3,710+9.2% | $3,806+6.5% |
| Admin fee / account holder | $257 | $98+161.6% | $3,845-93.3% | $158+62.5% |