Filed January 31, 2020
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 15 · EIN 95-2834236 4707 EXECUTIVE DR. · SAN DIEGO, CA 921213091 | Recordkeeping | $18,750 |
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 | $241,677 | $43,333+457.7% | $59,883+303.6% | $64,181+276.6% |
| Participation rate | 97.7% | 69.2%+28.5pp | 74.7%+23.0pp | 69.6%+28.1pp |
| Annual return | 0.61% | -1.55%+2.2pp | 3.46%-2.8pp | 7.63%-7.0pp |
| Employer contribution / active EE | $10,354 | $2,029+410.2% | $2,722+280.4% | $2,381+334.9% |
| Participant deferral / active EE | $7,825 | $2,547+207.3% | $3,402+130.0% | $3,470+125.5% |
| Admin fee / account holder | $74 | $3,006-97.5% | $3,591-97.9% | $4,887-98.5% |