Filed December 15, 2015
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL7 years Filed as: LPL FINANCIAL RPCP Service code 53 · EIN 04-3046611 | Insurance Commissions | $46,220 |
ASCENSUS LLC7 years Filed as: ASCENSUS, LLC Service code 13 · EIN 11-3665754 | Contract Administrator | $19,520 |
Service code 13 · EIN 58-2055641 11720 AMBER PARK DRIVE, SUITE 150 · ALPHARETTA, GA 30009 | Contract Administrator | $10,345 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,922 | $100,923+66.4% | $150,045+11.9% | $74,304+126.0% |
| Participation rate | 89.7% | 70.1%+19.6pp | 82.3%+7.3pp | 60.3%+29.3pp |
| Annual return | 15.24% | 51.77%-36.5pp | 62.55%-47.3pp | 29.43%-14.2pp |
| Employer contribution / active EE | $3,722 | $3,463+7.5% | $4,693-20.7% | $2,241+66.1% |
| Participant deferral / active EE | $11,491 | $6,709+71.3% | $7,997+43.7% | $3,767+205.0% |
| Admin fee / account holder | $356 | $2,767-87.1% | $13,435-97.4% | $2,969-88.0% |