Filed July 1, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $50,335 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $20,478 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,953 | $91,695-8.4% | $67,575+24.2% | $77,736+8.0% |
| Participation rate | 99.6% | 76.0%+23.6pp | 72.9%+26.7pp | 70.6%+29.0pp |
| Annual return | 12.52% | 14.88%-2.4pp | 3528.98%-3516.5pp | 31.26%-18.7pp |
| Employer contribution / active EE | $3,852 | $3,189+20.8% | $2,736+40.8% | $2,728+41.2% |
| Participant deferral / active EE | $6,134 | $3,912+56.8% | $4,003+53.2% | $4,651+31.9% |
| Admin fee / account holder | $65 | $245-73.4% | $3,993-98.4% | $433-85.0% |