Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL, LLC Service code 27 | Advisory (Plan) | $21,812 |
Filed as: GLOBAL RETIREMENT PARTNER, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $15,305 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 13 · EIN 04-1590850 100 BRIGHT MEADOW BLVD · ENFIELD, CT 06082 | Contract Administrator | $1,287 |
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 95-2834236 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,483 | $60,795+14.3% | $69,4830% | $65,186+6.6% |
| Participation rate | 73.6% | 74.9%-1.3pp | 74.6%-1.0pp | 70.2%+3.4pp |
| Annual return | 4.86% | 17.46%-12.6pp | 28.99%-24.1pp | 29.39%-24.5pp |
| Employer contribution / active EE | $2,629 | $2,452+7.2% | $2,780-5.4% | $2,177+20.8% |
| Participant deferral / active EE | $2,039 | $3,162-35.5% | $3,537-42.3% | $3,514-42.0% |
| Admin fee / account holder | $9 | $314-97.0% | $3,841-99.8% | $847-98.9% |