Filed September 11, 2008
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 FINANCIAL10+ years Service code 15 · EIN 04-3046611 | Recordkeeping | $43,515 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 15 · EIN 26-4311657 | Recordkeeping | $10,654 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,286 |
Filed as: CHARLES SCHWAB INVESTMENT MGMT INC. Service code 33 · EIN 94-3106735 | Securities brokerage | $126 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,454 | $88,186-14.4% | $165,071-54.3% | $74,459+1.3% |
| Participation rate | 96.4% | 73.1%+23.3pp | 78.6%+17.8pp | 67.2%+29.2pp |
| Annual return | 15.19% | 17.13%-1.9pp | 70.17%-55.0pp | 1369.70%-1354.5pp |
| Employer contribution / active EE | $2,611 | $2,600+0.4% | $4,347-39.9% | $2,626-0.6% |
| Participant deferral / active EE | $4,985 | $4,505+10.7% | $6,035-17.4% | $4,350+14.6% |
| Admin fee / account holder | $162 | $2,234-92.7% | $12,695-98.7% | $1,945-91.7% |