Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 38 · EIN 35-0145825 | Participant Communication | $26,041 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 16 · EIN 04-3046611 | Consulting | $11,493 |
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 | $109,742 | $43,333+153.3% | $59,883+83.3% | $64,181+71.0% |
| Participation rate | 84.8% | 69.2%+15.6pp | 74.7%+10.1pp | 69.6%+15.2pp |
| Annual return | -5.28% | -1.55%-3.7pp | 3.46%-8.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,955 | $2,029-3.7% | $2,722-28.2% | $2,381-17.9% |
| Participant deferral / active EE | $5,885 | $2,547+131.1% | $3,402+73.0% | $3,470+69.6% |
| Admin fee / account holder | $8 | $3,006-99.7% | $3,591-99.8% | $4,887-99.8% |