Filed February 7, 1997
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 FINANCIAL1 year Filed as: LPL FINANCIAL LLC-RPLP Service code 27 · EIN 95-2834236 | Advisory (Plan) | $57,286 |
LEVEL FOUR ADVISORY SERVICES4 years Filed as: LEVEL FOUR ADVISORY SERVICES LLC Service code 27 · EIN 11-3738689 | Advisory (Plan) | $48,786 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $21,149 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $730 |
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 | $145,597 | $69,159+110.5% | $125,195+16.3% | $67,584+115.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 79.8%+20.2pp | 71.3%+28.7pp |
| Annual return | 28.44% | 27.12%+1.3pp | 43.79%-15.4pp | 378.59%-350.2pp |
| Employer contribution / active EE | $4,568 | $2,023+125.7% | $3,866+18.1% | $2,148+112.7% |
| Participant deferral / active EE | $6,181 | $3,700+67.1% | $4,937+25.2% | $3,540+74.6% |
| Admin fee / account holder | $148 | $142+4.3% | $9,704-98.5% | $142+3.9% |