Filed July 14, 2016 (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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Claims pr... | $498,296 |
WEALTHSPIRE ADVISORS LLC1 year Filed as: WEALTHSPIRE ADVISORS, LLP Service code 33 · EIN 39-1908691 | Securities brokerage; Securities brok... | $61,736 |
LARSON FINANCIAL GROUP LLC5+ years Service code 33 · EIN 20-4773945 | Securities brokerage commissions and ... | $33,049 |
DANA INVESTMENT ADVISORS5+ years Filed as: DANA INVESTMENT ADVISORS, INC. Service code 33 · EIN 39-1512278 | Securities brokerage; Securities brok... | $19,896 |
SVA PLUMB FINANCIAL5+ years Filed as: SVA PLUMB WEALTH MANAGEMENT LLC Service code 33 · EIN 27-4605583 | Securities brokerage; Securities brok... | $18,321 |
LANDAAS & COMPANY5+ years Service code 33 · EIN 39-1628643 | Securities brokerage; Securities brok... | $18,030 |
WIPFLI LLP2 years Filed as: WIPFLI FINANCIAL ADVISORS, LLC Service code 33 · EIN 94-3338956 | Securities brokerage; Securities brok... | $17,119 |
Service code 33 · EIN 39-1976985 | Securities brokerage commissions and ... | $16,105 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $12,152 |
ASPIRIANT LLC4 years Filed as: ASPIRIANT, LLC Service code 33 · EIN 26-1518255 | Securities brokerage; Securities brok... | $11,461 |
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 | $221,896 | $109,303+103.0% | $69,480+219.4% | $82,204+169.9% |
| Participation rate | 85.6% | 74.9%+10.7pp | 74.6%+11.0pp | 73.4%+12.2pp |
| Annual return | 19.78% | 20.08%-0.3pp | 28.99%-9.2pp | 26.31%-6.5pp |
| Employer contribution / active EE | $6,935 | $5,149+34.7% | $2,780+149.5% | $2,707+156.2% |
| Participant deferral / active EE | $10,087 | $4,210+139.6% | $3,537+185.2% | $4,246+137.6% |
| Admin fee / account holder | $62 | $29+113.4% | $3,840-98.4% | $76-17.7% |