Filed September 16, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $37,700 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,875 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $40,296 | $65,118-38.1% | $76,767-47.5% | $55,725-27.7% |
| Participation rate | 93.6% | 79.6%+13.9pp | 77.0%+16.6pp | 70.9%+22.7pp |
| Annual return | -6.01% | -1.27%-4.7pp | 2.43%-8.4pp | 244.93%-250.9pp |
| Employer contribution / active EE | $3,099 | $1,941+59.7% | $2,485+24.7% | $2,078+49.1% |
| Participant deferral / active EE | $4,957 | $3,688+34.4% | $3,852+28.7% | $3,356+47.7% |
| Admin fee / account holder | $98 | $116-15.8% | $6,675-98.5% | $115-15.3% |