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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $8,193 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $4,027 |
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 | $67,993 | $77,816-12.6% | $123,552-45.0% | $64,173+6.0% |
| Participation rate | 72.2% | 74.7%-2.5pp | 82.3%-10.1pp | 69.6%+2.7pp |
| Annual return | 1.40% | 12.49%-11.1pp | 119.20%-117.8pp | 7.63%-6.2pp |
| Employer contribution / active EE | $3,262 | $3,014+8.2% | $4,628-29.5% | $2,381+37.0% |
| Participant deferral / active EE | $8,296 | $5,240+58.3% | $6,426+29.1% | $3,470+139.1% |
| Admin fee / account holder | $33 | $5,519-99.4% | $9,285-99.6% | $4,887-99.3% |