Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $24,161 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $7,647 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,189 | $60,989-53.8% | $60,899-53.7% | $66,930-57.9% |
| Participation rate | 35.2% | 74.5%-39.2pp | 73.1%-37.9pp | 69.8%-34.6pp |
| Annual return | -16.76% | -9.60%-7.2pp | 16.92%-33.7pp | 1.57%-18.3pp |
| Employer contribution / active EE | $637 | $2,661-76.1% | $2,702-76.4% | $2,545-75.0% |
| Participant deferral / active EE | $1,665 | $3,615-53.9% | $3,817-56.4% | $4,238-60.7% |
| Admin fee / account holder | $284 | $338-16.0% | $3,225-91.2% | $593-52.1% |