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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Service code 28 · EIN 04-3046611 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,091 | $73,638-26.5% | $95,952-43.6% | $73,488-26.4% |
| Participation rate | 84.8% | 76.2%+8.7pp | 77.1%+7.8pp | 70.7%+14.2pp |
| Annual return | 5.61% | 16.78%-11.2pp | 91.61%-86.0pp | 28.51%-22.9pp |
| Employer contribution / active EE | $1,060 | $1,863-43.1% | $2,541-58.3% | $2,270-53.3% |
| Participant deferral / active EE | $2,603 | $3,617-28.0% | $4,167-37.5% | $3,740-30.4% |
| Admin fee / account holder | $30 | $482-93.9% | $6,795-99.6% | $513-94.2% |