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 FINANCIAL3 years Service code 17 · EIN 04-3046644 | Pension Consulting | $77,407 |
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 | $188,219 | $99,957+88.3% | $149,745+25.7% | $73,497+156.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 13.27% | 53.87%-40.6pp | 276.72%-263.5pp | 28.51%-15.2pp |
| Employer contribution / active EE | $6,348 | $3,191+98.9% | $4,646+36.6% | $2,270+179.6% |
| Participant deferral / active EE | $5,448 | $6,073-10.3% | $6,843-20.4% | $3,740+45.7% |
| Admin fee / account holder | $68 | $551-87.6% | $9,312-99.3% | $513-86.7% |