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 FINANCIAL4 years Filed as: WADDELL & REED INC Service code 27 · EIN 43-1235675 | Advisory (Plan) | $80,094 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,820 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,868 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $17,221 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,779 | $104,336+132.7% | $159,474+52.2% | $86,821+179.6% |
| Participation rate | 95.2% | 77.7%+17.5pp | 82.8%+12.4pp | 72.3%+22.9pp |
| Annual return | 13.43% | 26.32%-12.9pp | 263.68%-250.2pp | 97.94%-84.5pp |
| Employer contribution / active EE | $4,320 | $3,451+25.2% | $4,831-10.6% | $2,406+79.5% |
| Participant deferral / active EE | $11,182 | $6,837+63.5% | $7,353+52.1% | $4,132+170.6% |
| Admin fee / account holder | $471 | $172+173.8% | $10,802-95.6% | $170+178.0% |