Filed January 23, 2017 (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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $114,703 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $37,312 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $35,883 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $18,484 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,375 | $130,224-26.0% | $197,124-51.1% | $79,634+21.0% |
| Participation rate | 95.0% | 87.8%+7.2pp | 86.7%+8.3pp | 62.5%+32.5pp |
| Annual return | 14.44% | 23.65%-9.2pp | 44.34%-29.9pp | 36.46%-22.0pp |
| Employer contribution / active EE | $3,229 | $4,314-25.1% | $6,227-48.1% | $2,529+27.7% |
| Participant deferral / active EE | $6,362 | $7,378-13.8% | $9,135-30.3% | $3,835+65.9% |
| Admin fee / account holder | $318 | $254+24.9% | $16,298-98.0% | $1,002-68.3% |