Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Service code 99 | Other Fees | $27,989 |
BPAS1+ years Service code 49 | Other Services | $7,272 |
ADP BROKER-DEALER1+ years Filed as: ADP, INC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,404 |
Filed as: BENEFIT PLANS ADMIN SERVICE Service code 49 6 RHOADS DR STE 7 · UTICA, NY 13502 | Other Services | $0 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORP Service code 99 · EIN 04-3046611 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,803 | $66,459-2.5% | $81,353-20.3% | $77,736-16.6% |
| Participation rate | 58.9% | 68.7%-9.8pp | 69.5%-10.7pp | 70.6%-11.7pp |
| Annual return | 12.95% | 15.95%-3.0pp | 24.82%-11.9pp | 31.26%-18.3pp |
| Employer contribution / active EE | $729 | $2,156-66.2% | $2,464-70.4% | $2,728-73.3% |
| Participant deferral / active EE | $2,723 | $3,674-25.9% | $3,885-29.9% | $4,651-41.5% |
| Admin fee / account holder | $31 | $585-94.6% | $5,766-99.5% | $433-92.8% |