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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $19,046 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $6,494 |
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 | $30,769 | $55,470-44.5% | $155,556-80.2% | $74,478-58.7% |
| Participation rate | 80.0% | 61.9%+18.1pp | 78.2%+1.8pp | 67.2%+12.8pp |
| Annual return | 13.38% | 269.80%-256.4pp | 64.84%-51.5pp | 1370.56%-1357.2pp |
| Employer contribution / active EE | $1,786 | $2,267-21.2% | $4,675-61.8% | $2,626-32.0% |
| Participant deferral / active EE | $3,063 | $2,838+7.9% | $5,631-45.6% | $4,350-29.6% |
| Admin fee / account holder | $152 | $1,744-91.3% | $15,885-99.0% | $1,946-92.2% |