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 |
|---|---|---|
LPL FINANCIAL2 years Filed as: LION STREET FINANCIAL LLC Service code 27 · EIN 80-0946231 | Advisory (Plan) | $49,523 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$30,093 |
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 | $131,652 | $58,093+126.6% | $80,022+64.5% | $56,289+133.9% |
| Participation rate | 83.3% | 73.6%+9.7pp | 75.8%+7.5pp | 69.9%+13.5pp |
| Annual return | -6.16% | 34.63%-40.8pp | 11.22%-17.4pp | -9.96%+3.8pp |
| Employer contribution / active EE | $3,938 | $1,933+103.7% | $2,468+59.5% | $2,111+86.5% |
| Participant deferral / active EE | $6,641 | $3,136+111.8% | $3,686+80.2% | $3,350+98.3% |
| Admin fee / account holder | $84 | $623-86.5% | $6,521-98.7% | $521-83.9% |