Filed November 3, 2023
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL - FINANCIAL - RPCP Service code 28 · EIN 04-3046611 | Investment Management | $8,800 |
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 | $113,798 | $67,166+69.4% | $57,356+98.4% | $55,191+106.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 69.2%+30.8pp |
| Annual return | 1.57% | 4.22%-2.7pp | 24.41%-22.8pp | 10.78%-9.2pp |
| Employer contribution / active EE | $4,859 | $2,812+72.8% | $2,689+80.7% | $1,899+155.9% |
| Participant deferral / active EE | $4,790 | $2,835+69.0% | $3,162+51.5% | $3,046+57.2% |
| Admin fee / account holder | $13 | $44-69.2% | $3,357-99.6% | $91-85.2% |