Filed July 23, 2018
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $20,062 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,018 |
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 | $62,611 | $58,888+6.3% | $178,499-64.9% | $73,493-14.8% |
| Participation rate | 86.1% | 66.2%+19.9pp | 81.9%+4.2pp | 70.7%+15.5pp |
| Annual return | 23.39% | 24.86%-1.5pp | 151.10%-127.7pp | 28.51%-5.1pp |
| Employer contribution / active EE | $3,801 | $2,236+70.0% | $5,011-24.2% | $2,270+67.4% |
| Participant deferral / active EE | $8,447 | $2,568+229.0% | $5,202+62.4% | $3,740+125.9% |
| Admin fee / account holder | $4 | $400-98.9% | $13,986-100.0% | $513-99.1% |