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 Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $20,389 |
Filed as: YORK NEEL & ASSOCIATES LLP Service code 10 1113 BETHEL ST · HOPKINSVILLE, KY 42240 | Accounting | $6,500 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,975 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,488 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,497 | $102,514+60.5% | $97,995+67.9% | $62,293+164.1% |
| Participation rate | 96.6% | 79.5%+17.1pp | 82.4%+14.2pp | 69.5%+27.0pp |
| Annual return | 14.71% | 32.43%-17.7pp | 23.94%-9.2pp | 28.90%-14.2pp |
| Employer contribution / active EE | $3,640 | $3,689-1.3% | $4,158-12.5% | $2,042+78.3% |
| Participant deferral / active EE | $6,455 | $5,308+21.6% | $5,097+26.7% | $3,169+103.7% |
| Admin fee / account holder | $247 | $378-34.7% | $5,943-95.8% | $479-48.5% |