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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $34,243 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,494 |
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 | $54,994 | $62,543-12.1% | $83,322-34.0% | $55,725-1.3% |
| Participation rate | 88.2% | 78.4%+9.8pp | 77.8%+10.4pp | 70.9%+17.3pp |
| Annual return | -1.94% | 14.85%-16.8pp | 10.64%-12.6pp | 244.93%-246.9pp |
| Employer contribution / active EE | $3,148 | $2,427+29.7% | $3,379-6.8% | $2,078+51.5% |
| Participant deferral / active EE | $7,984 | $5,682+40.5% | $5,565+43.5% | $3,356+137.9% |
| Admin fee / account holder | $188 | $103+82.4% | $7,540-97.5% | $115+63.3% |