Filed May 29, 2015
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 FINANCIAL SERVICES Service code 27 · EIN 95-2834236 ONE BEACON STREET, 22ND FLOOR · BOSTON, MA 021083106 | Advisory (Plan) | $27,888 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,651 | $36,916+86.0% | $156,551-56.1% | $57,658+19.1% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | 0.98% | 12.38%-11.4pp | 32.23%-31.2pp | 5.13%-4.2pp |
| Employer contribution / active EE | $2,417 | $1,571+53.9% | $5,501-56.1% | $1,974+22.5% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $65 | $82-21.1% | $13,028-99.5% | $95-31.1% |