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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL RPCP Service code 12 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Direct payment from the plan; Partici... | $7,693 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,437 | $60,989+36.8% | $60,919+37.0% | $66,949+24.6% |
| Participation rate | 99.5% | 74.5%+25.0pp | 73.1%+26.4pp | 69.8%+29.7pp |
| Annual return | -20.54% | -9.60%-10.9pp | 16.96%-37.5pp | 1.57%-22.1pp |
| Employer contribution / active EE | $5,364 | $2,661+101.6% | $2,704+98.4% | $2,545+110.7% |
| Participant deferral / active EE | $8,575 | $3,615+137.2% | $3,814+124.8% | $4,239+102.3% |
| Admin fee / account holder | $244 | $338-27.8% | $3,228-92.4% | $594-58.8% |