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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $24,153 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,944 |
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 | $75,117 | $89,370-15.9% | $141,197-46.8% | $72,976+2.9% |
| Participation rate | 96.8% | 75.1%+21.6pp | 82.5%+14.3pp | 69.5%+27.3pp |
| Annual return | 24.79% | 111.88%-87.1pp | 71.41%-46.6pp | 81.02%-56.2pp |
| Employer contribution / active EE | $4,319 | $3,115+38.7% | $4,736-8.8% | $2,440+77.0% |
| Participant deferral / active EE | $7,983 | $5,419+47.3% | $6,710+19.0% | $3,608+121.3% |
| Admin fee / account holder | $270 | $5,957-95.5% | $10,265-97.4% | $5,124-94.7% |