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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $23,251 |
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 | $38,696 | $70,083-44.8% | $59,899-35.4% | $55,725-30.6% |
| Participation rate | 48.6% | 78.4%-29.7pp | 74.7%-26.1pp | 70.9%-22.2pp |
| Annual return | 11.36% | 3.13%+8.2pp | 3.46%+7.9pp | 244.93%-233.6pp |
| Employer contribution / active EE | $1,300 | $2,878-54.8% | $2,723-52.3% | $2,078-37.5% |
| Participant deferral / active EE | $2,141 | $3,079-30.4% | $3,402-37.1% | $3,356-36.2% |
| Admin fee / account holder | $5 | $70-93.5% | $3,592-99.9% | $115-96.0% |