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 | Investment management; Claims process... | $459,769 |
WEALTHSPIRE ADVISORS LLC3 years Filed as: WEALTHSPIRE ADVISORS, LLC Service code 33 · EIN 13-3831584 | Securities brokerage; Securities brok... | $57,980 |
LARSON FINANCIAL GROUP LLC8+ years Service code 33 · EIN 20-4773945 | Securities brokerage; Securities brok... | $42,667 |
WFA ASSET MANAGEMENT CORP2 years Service code 33 · EIN 39-1659836 | Securities brokerage commissions and ... | $30,634 |
Service code 33 · EIN 41-2016508 | Securities brokerage commissions and ... | $25,851 |
Service code 33 · EIN 39-1976985 | Securities brokerage; Securities brok... | $24,820 |
LANDAAS & COMPANY8+ years Service code 33 · EIN 39-1628643 | Securities brokerage; Securities brok... | $22,756 |
WIPFLI LLP5 years Filed as: WIPFLI FINANCIAL ADVISORS, LLC Service code 33 · EIN 94-3338956 | Securities brokerage commissions and ... | $21,445 |
GOLDMAN SACHS8+ years Filed as: BLACKHAWK CAPITAL PARTNERS, LLC Service code 33 · EIN 45-2341486 | Securities brokerage; Securities brok... | $18,160 |
ELLENBECKER INVESTMENT1 year Service code 33 · EIN 39-1868175 | Securities brokerage commissions and ... | $14,363 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,730 | $95,445+147.0% | $60,919+287.0% | $78,104+201.8% |
| Participation rate | 79.4% | 72.5%+6.9pp | 73.1%+6.3pp | 74.5%+4.9pp |
| Annual return | -14.18% | -12.21%-2.0pp | 16.98%-31.2pp | 10.90%-25.1pp |
| Employer contribution / active EE | $7,465 | $3,900+91.4% | $2,704+176.1% | $3,128+138.7% |
| Participant deferral / active EE | $11,300 | $4,558+147.9% | $3,814+196.2% | $5,089+122.0% |
| Admin fee / account holder | $54 | $46+17.6% | $3,226-98.3% | $79-31.8% |