Filed July 23, 2018
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $15,318 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $851 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $49,871 | $52,961-5.8% | $172,752-71.1% | $65,185-23.5% |
| Participation rate | 96.1% | 66.2%+29.9pp | 82.6%+13.5pp | 70.2%+25.9pp |
| Annual return | 34.47% | 30.12%+4.3pp | 802.97%-768.5pp | 29.38%+5.1pp |
| Employer contribution / active EE | $3,940 | $2,190+79.9% | $5,144-23.4% | $2,177+81.0% |
| Participant deferral / active EE | $8,708 | $2,471+252.4% | $5,198+67.5% | $3,514+147.8% |
| Admin fee / account holder | $4 | $472-99.1% | $13,955-100.0% | $847-99.5% |