Filed December 30, 2022 (most recent of 2 filings on file)
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 Filed as: LPL FINANCIAL CORPORATION Service code 99 · EIN 04-3046611 | Other Fees | $32,967 |
Filed as: VOYA RETIREMENT ENSURANCE & ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,627 | $59,006+109.5% | $97,197+27.2% | $74,429+66.1% |
| Participation rate | 93.2% | 63.7%+29.5pp | 72.7%+20.6pp | 67.2%+26.0pp |
| Annual return | 13.46% | 16.04%-2.6pp | 75.47%-62.0pp | 1368.38%-1354.9pp |
| Employer contribution / active EE | $1,458 | $1,894-23.0% | $2,723-46.4% | $2,625-44.5% |
| Participant deferral / active EE | $7,208 | $3,671+96.4% | $4,263+69.1% | $4,348+65.8% |
| Admin fee / account holder | $11 | $1,974-99.5% | $5,637-99.8% | $1,944-99.4% |