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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $25,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $625 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $123,430 | $73,102+68.8% | $123,552-0.1% | $56,287+119.3% |
| Participation rate | 88.7% | 74.3%+14.3pp | 82.3%+6.4pp | 69.9%+18.8pp |
| Annual return | -7.43% | 3.01%-10.4pp | 119.20%-126.6pp | -9.96%+2.5pp |
| Employer contribution / active EE | $7,473 | $2,977+151.0% | $4,628+61.5% | $2,111+254.0% |
| Participant deferral / active EE | $8,531 | $5,423+57.3% | $6,426+32.8% | $3,350+154.7% |
| Admin fee / account holder | $148 | $554-73.2% | $9,285-98.4% | $521-71.5% |