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 FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 509026 · SAN DIEGO, CA 921509026 | Advisory (Plan) | $12,135 |
Filed as: KEM, DUGUID & ASSOCIATES PSC Service code 10 102 W 2ND ST · HOPKINSVILLE, KY 42240 | Accounting | $6,300 |
LPL FINANCIAL1+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $6,248 |
MASELAN & JONES1+ years Filed as: MASELAN & JONES PC Service code 29 1 INTERNATIONAL PL FL 8 · BOSTON, MA 02110 | Legal | $5,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,187 |
REED SMITH LLP2+ years Filed as: REED & CO OF MAYFIELD PSC Service code 10 101 N 7TH ST STE 4 · MAYFIELD, KY 42066 | Accounting | $2,023 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,939 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,960 | $91,051+66.9% | $88,497+71.7% | $55,167+175.5% |
| Participation rate | 96.5% | 79.5%+17.0pp | 82.4%+14.1pp | 69.0%+27.5pp |
| Annual return | 8.13% | 9.63%-1.5pp | 7.63%+0.5pp | 169.23%-161.1pp |
| Employer contribution / active EE | $3,503 | $3,430+2.1% | $4,036-13.2% | $1,963+78.5% |
| Participant deferral / active EE | $6,271 | $4,954+26.6% | $4,899+28.0% | $3,054+105.3% |
| Admin fee / account holder | $288 | $539-46.6% | $6,220-95.4% | $504-42.9% |