Filed July 14, 2006
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 FINANCIAL4 years Filed as: LPL FINANCIAL CORPORATION Service code 99 · EIN 04-3046611 | Other Fees | $25,239 |
MY BENEFITS, LLC4 years Service code 49 | Other Services | $5,235 |
MORNINGSTAR3 years Service code 27 | Advisory (Plan) | $1,635 |
MY BENEFITS, LLC1 year Filed as: MY BENEFITS LLC Service code 49 · EIN 45-2098380 P O BOX 745680 · ATLANTA, GA 30374 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,991 | $52,450+60.1% | $129,384-35.1% | $74,459+12.8% |
| Participation rate | 61.8% | 53.8%+8.0pp | 69.6%-7.8pp | 67.2%-5.4pp |
| Annual return | 14.56% | 15.65%-1.1pp | 9461.77%-9447.2pp | 1369.70%-1355.1pp |
| Employer contribution / active EE | $1,891 | $1,532+23.4% | $4,153-54.5% | $2,626-28.0% |
| Participant deferral / active EE | $3,618 | $2,797+29.4% | $4,166-13.1% | $4,350-16.8% |
| Admin fee / account holder | $36 | $2,636-98.6% | $7,686-99.5% | $1,945-98.2% |