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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $22,917 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,136 |
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 | $186,345 | $99,957+86.4% | $149,715+24.5% | $73,493+153.6% |
| Participation rate | 92.5% | 75.7%+16.8pp | 82.5%+10.0pp | 70.7%+21.8pp |
| Annual return | 14.58% | 53.87%-39.3pp | 276.66%-262.1pp | 28.51%-13.9pp |
| Employer contribution / active EE | $7,762 | $3,191+143.2% | $4,645+67.1% | $2,270+241.9% |
| Participant deferral / active EE | $10,034 | $6,073+65.2% | $6,842+46.7% | $3,740+168.3% |
| Admin fee / account holder | $165 | $551-70.1% | $9,310-98.2% | $513-67.9% |