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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $54,867 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$41,789 |
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 | $89,894 | $71,666+25.4% | $117,861-23.7% | $69,631+29.1% |
| Participation rate | 97.6% | 77.5%+20.1pp | 79.7%+17.9pp | 70.7%+26.9pp |
| Annual return | 16.68% | 18.86%-2.2pp | 335.11%-318.4pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $1,796 | $1,889-4.9% | $3,786-52.6% | $2,032-11.6% |
| Participant deferral / active EE | $4,800 | $3,340+43.7% | $4,482+7.1% | $3,224+48.9% |
| Admin fee / account holder | $30 | $120-74.7% | $8,021-99.6% | $110-72.4% |