Filed January 19, 2017
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 FINANCIAL9 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $29,490 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,254 |
Service code 10 1113 BETHEL ST · HOPKINSVILLE, KY 422402051 | Accounting | $9,300 |
REED SMITH LLP10+ years Filed as: REED & CO OF MAYFIELD PSC Service code 10 101 N 7TH ST STE 4 · MAYFIELD, KY 42066 | Accounting | $2,694 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,216 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,734 | $112,932+71.5% | $103,065+88.0% | $74,478+160.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 80.6%+19.4pp | 67.2%+32.8pp |
| Annual return | 12.52% | 23.24%-10.7pp | 23.95%-11.4pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $4,615 | $4,881-5.4% | $4,675-1.3% | $2,626+75.7% |
| Participant deferral / active EE | $8,408 | $7,279+15.5% | $6,625+26.9% | $4,350+93.3% |
| Admin fee / account holder | $514 | $1,707-69.9% | $9,349-94.5% | $1,946-73.6% |