Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $925 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 61 · EIN 95-2834236 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $81,396 | $70,667+15.2% | $123,105-33.9% | $52,331+55.5% |
| Participation rate | 66.7% | 83.7%-17.0pp | 86.8%-20.1pp | 68.1%-1.4pp |
| Annual return | -0.19% | 6.23%-6.4pp | 13.22%-13.4pp | 4.54%-4.7pp |
| Employer contribution / active EE | $345 | $2,946-88.3% | $5,151-93.3% | $1,882-81.7% |
| Participant deferral / active EE | $6,329 | $4,493+40.9% | $6,229+1.6% | $3,022+109.4% |
| Admin fee / account holder | $8 | $506-98.5% | $9,014-99.9% | $592-98.7% |