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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL HOLDINGS INC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $16,147 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 95-2834236 | Advisory (Plan) | $10,073 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,575 |
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 | $161,885 | $80,753+100.5% | $136,298+18.8% | $62,293+159.9% |
| Participation rate | 63.0% | 73.5%-10.5pp | 81.9%-18.9pp | 69.5%-6.5pp |
| Annual return | 19.95% | 35.83%-15.9pp | 5156.27%-5136.3pp | 28.90%-8.9pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $7,127 | $5,164+38.0% | $6,247+14.1% | $3,169+124.9% |
| Admin fee / account holder | $244 | $525-53.6% | $9,244-97.4% | $479-49.1% |