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 FINANCIAL1 year Filed as: WADDELL & REED INC Service code 27 · EIN 43-1235675 | Advisory (Plan) | $80,517 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,403 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,909 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $142,702 | $75,388+89.3% | $123,553+15.5% | $55,725+156.1% |
| Participation rate | 92.6% | 75.7%+16.9pp | 82.3%+10.3pp | 70.9%+21.8pp |
| Annual return | -5.32% | 4.48%-9.8pp | 119.21%-124.5pp | 244.93%-250.3pp |
| Employer contribution / active EE | $3,811 | $3,063+24.4% | $4,628-17.6% | $2,078+83.4% |
| Participant deferral / active EE | $8,351 | $5,651+47.8% | $6,426+30.0% | $3,356+148.9% |
| Admin fee / account holder | $404 | $120+237.2% | $9,284-95.7% | $115+250.6% |