Filed May 23, 2001
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 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $93,462 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,784 | $69,362+234.2% | $101,248+128.9% | $73,488+215.4% |
| Participation rate | 92.2% | 68.4%+23.8pp | 75.8%+16.4pp | 70.7%+21.5pp |
| Annual return | 17.07% | 18.46%-1.4pp | 46.47%-29.4pp | 28.51%-11.4pp |
| Employer contribution / active EE | $8,695 | $2,628+230.8% | $3,660+137.6% | $2,270+283.0% |
| Participant deferral / active EE | $10,152 | $3,300+207.7% | $4,370+132.3% | $3,740+171.5% |
| Admin fee / account holder | $601 | $704-14.6% | $5,945-89.9% | $513+17.1% |