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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL10+ years Filed as: LPL FINANCIAL CORPORATION Service code 99 · EIN 04-3046611 | Other Fees | $7,500 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $50 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,197 | $88,087-33.9% | $164,866-64.7% | $74,546-21.9% |
| Participation rate | 94.3% | 73.1%+21.2pp | 78.6%+15.7pp | 67.2%+27.1pp |
| Annual return | 14.52% | 17.27%-2.8pp | 69.97%-55.5pp | 1366.03%-1351.5pp |
| Employer contribution / active EE | $392 | $2,595-84.9% | $4,343-91.0% | $2,624-85.1% |
| Participant deferral / active EE | $3,914 | $4,499-13.0% | $6,033-35.1% | $4,347-10.0% |
| Admin fee / account holder | $12 | $2,232-99.5% | $12,689-99.9% | $1,944-99.4% |