Filed January 7, 2005
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 FINANCIAL2+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $18,945 |
TEJERA & ASSOCIATES, LLC1 year Filed as: TEJERA & ASSOCIATES LLC Service code 13 · EIN 20-3001362 | Contract Administrator | $9,230 |
COOK STREET CONSULTING1 year Filed as: COOK STREET CONSULTING, INC. Service code 16 · EIN 84-0854432 | Consulting | $5,938 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,290 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $110,850-100.0% | $139,743-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 22.6%-22.6pp | 12.6%-12.6pp |
| Annual return | 5.44% | 4.01%+1.4pp | 4.96%+0.5pp | 4.56%+0.9pp |
| Employer contribution / active EE | $0 | $8,726-100.0% | $29,749-100.0% | $15,526-100.0% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,927-100.0% | $3,369-100.0% | $1,711-100.0% |