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 FINANCIAL2 years Service code 99 | Other Fees | $37,698 |
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $13,750 |
Filed as: JP MORGAN INVEST HOLDINGS LLC Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $180 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION Service code 99 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $71,516 | $65,118+9.8% | $76,767-6.8% | $55,725+28.3% |
| Participation rate | 66.2% | 79.6%-13.4pp | 77.0%-10.7pp | 70.9%-4.6pp |
| Annual return | -2.82% | -1.27%-1.6pp | 2.43%-5.2pp | 244.93%-247.7pp |
| Employer contribution / active EE | $1,525 | $1,941-21.4% | $2,485-38.6% | $2,078-26.6% |
| Participant deferral / active EE | $4,449 | $3,688+20.6% | $3,852+15.5% | $3,356+32.6% |
| Admin fee / account holder | $102 | $116-12.1% | $6,675-98.5% | $115-11.5% |