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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,193 | $74,552-54.1% | $63,018-45.7% | $69,631-50.9% |
| Participation rate | 47.4% | 78.3%-30.9pp | 74.8%-27.4pp | 70.7%-23.3pp |
| Annual return | 15.25% | 15.77%-0.5pp | 87.62%-72.4pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $1,260 | $2,929-57.0% | $2,761-54.4% | $2,032-38.0% |
| Participant deferral / active EE | $2,143 | $2,974-27.9% | $3,330-35.6% | $3,224-33.5% |
| Admin fee / account holder | $4 | $59-93.5% | $3,601-99.9% | $110-96.5% |