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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION Service code 99 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Other Fees | $30,027 |
LPL FINANCIAL1 year Service code 99 | Other Fees | $20,784 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $80,397 | $69,305+16.0% | $82,312-2.3% | $69,631+15.5% |
| Participation rate | 70.9% | 80.3%-9.3pp | 76.9%-6.0pp | 70.7%+0.3pp |
| Annual return | 10.80% | 21.47%-10.7pp | 25.88%-15.1pp | 27571.02%-27560.2pp |
| Employer contribution / active EE | $1,499 | $1,887-20.5% | $2,428-38.3% | $2,032-26.2% |
| Participant deferral / active EE | $4,850 | $3,568+35.9% | $3,706+30.9% | $3,224+50.4% |
| Admin fee / account holder | $94 | $97-3.1% | $5,608-98.3% | $110-14.7% |