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 FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $62,140 |
Service code 37 · EIN 04-2647786 | Loan Processing | $39,791 |
Filed as: STRATEGIC RETIREMENT PLAN Service code 27 · EIN 81-2204426 | Advisory (Plan) | $28,031 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,109 | $37,418-11.5% | $77,096-57.1% | $77,906-57.5% |
| Participation rate | 77.9% | 46.9%+31.0pp | 67.9%+10.0pp | 73.7%+4.2pp |
| Annual return | -16.22% | -7.13%-9.1pp | 42.35%-58.6pp | 12.16%-28.4pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,814-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $6,313 | $2,572+145.5% | $4,429+42.5% | $4,805+31.4% |
| Admin fee / account holder | $38 | $126-69.9% | $5,428-99.3% | $133-71.4% |