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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $25,544 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,935 | $50,458+2.9% | $159,991-67.5% | $64,814-19.9% |
| Participation rate | 44.0% | 68.0%-24.0pp | 78.0%-33.9pp | 71.5%-27.4pp |
| Annual return | -15.92% | -13.42%-2.5pp | 408.82%-424.7pp | 32.84%-48.8pp |
| Employer contribution / active EE | $570 | $1,722-66.9% | $4,225-86.5% | $2,507-77.3% |
| Participant deferral / active EE | $2,299 | $4,004-42.6% | $6,183-62.8% | $4,310-46.7% |
| Admin fee / account holder | $3 | $706-99.6% | $8,715-100.0% | $188-98.5% |