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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 95-2834236 | Advisory (Plan) | $62,483 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,375 |
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 | $90,530 | $57,096+58.6% | $94,229-3.9% | $55,191+64.0% |
| Participation rate | 97.4% | 75.7%+21.8pp | 78.8%+18.6pp | 69.2%+28.3pp |
| Annual return | -0.63% | 159.65%-160.3pp | 10.68%-11.3pp | 10.78%-11.4pp |
| Employer contribution / active EE | $1,951 | $1,708+14.3% | $3,587-45.6% | $1,899+2.8% |
| Participant deferral / active EE | $4,269 | $3,165+34.9% | $4,320-1.2% | $3,046+40.1% |
| Admin fee / account holder | $194 | $89+117.5% | $6,269-96.9% | $91+113.8% |