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 FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $61,666 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$40,390 |
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 | $88,396 | $107,378-17.7% | $108,582-18.6% | $57,658+53.3% |
| Participation rate | 97.3% | 77.1%+20.2pp | 79.6%+17.7pp | 70.2%+27.1pp |
| Annual return | 6.37% | 12.80%-6.4pp | -51.70%+58.1pp | 5.13%+1.2pp |
| Employer contribution / active EE | $1,924 | $1,782+8.0% | $3,758-48.8% | $1,974-2.5% |
| Participant deferral / active EE | $4,331 | $3,221+34.5% | $4,311+0.5% | $3,061+41.5% |
| Admin fee / account holder | $58 | $108-46.9% | $7,645-99.2% | $95-39.0% |