Filed August 1, 2014
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 CORP Service code 16 9785 TOWNE CENTER DRIVE · SAN DIEGO, CA 92121 | Consulting | $27,623 |
WRIGHT FORD YOUNG & CO2+ years Filed as: WRIGHT FORD YOUNG AND COMPAN Service code 10 16140 SAND CANYON AVENUE · IRVINE, CA 92618 | Accounting | $8,000 |
Service code 12 · EIN 13-3689044 | Claims processing; Participant loan p... | $4,615 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,461 | $30,599+12.6% | $74,577-53.8% | $57,658-40.2% |
| Participation rate | 86.8% | 49.1%+37.6pp | 68.1%+18.7pp | 70.2%+16.5pp |
| Annual return | 7.96% | 14.24%-6.3pp | 20.47%-12.5pp | 5.13%+2.8pp |
| Employer contribution / active EE | $2,517 | $1,000+151.7% | $2,525-0.3% | $1,974+27.5% |
| Participant deferral / active EE | $3,236 | $1,805+79.3% | $3,458-6.4% | $3,061+5.7% |
| Admin fee / account holder | $111 | $98+13.0% | $4,138-97.3% | $95+17.1% |