Filed March 21, 2005
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.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $159,694 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $84,311 |
Filed as: STRATEGIC BENEFITS ADVISORS, INC. Service code 16 · EIN 03-0415817 | Consulting | $40,690 |
MOSS ADAMS LLP8 years Service code 10 · EIN 91-0189318 | Accounting | $21,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$73,728 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,231 | $112,711-6.6% | $170,055-38.1% | $80,187+31.2% |
| Participation rate | 98.6% | 87.4%+11.2pp | 87.0%+11.6pp | 72.9%+25.7pp |
| Annual return | 17.61% | 67.06%-49.4pp | 53.43%-35.8pp | 40.40%-22.8pp |
| Employer contribution / active EE | $9,198 | $4,488+105.0% | $6,790+35.5% | $2,980+208.7% |
| Participant deferral / active EE | $6,197 | $7,861-21.2% | $10,410-40.5% | $5,016+23.5% |
| Admin fee / account holder | $50 | $99-49.4% | $12,828-99.6% | $145-65.3% |