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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Service code 27 · EIN 95-2834236 1055 LPL WAY · FORT MILLS, SC 29715 | Advisory (Plan) | $5,767 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,262 | $65,437+189.2% | $86,698+118.3% | $66,949+182.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -1.45% | -10.91%+9.5pp | 35.96%-37.4pp | 1.57%-3.0pp |
| Employer contribution / active EE | $18,226 | $2,154+746.3% | $2,837+542.5% | $2,545+616.0% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,239-100.0% |
| Admin fee / account holder | $36 | $642-94.4% | $7,492-99.5% | $594-93.9% |