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 FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $27,169 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,080 |
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 | $75,219 | $63,905+17.7% | $74,184+1.4% | $57,658+30.5% |
| Participation rate | 98.6% | 79.8%+18.8pp | 76.6%+21.9pp | 70.2%+28.3pp |
| Annual return | 9.41% | 60.60%-51.2pp | 17.74%-8.3pp | 5.13%+4.3pp |
| Employer contribution / active EE | $1,760 | $1,840-4.3% | $2,370-25.7% | $1,974-10.8% |
| Participant deferral / active EE | $5,193 | $3,448+50.6% | $3,550+46.3% | $3,061+69.7% |
| Admin fee / account holder | $23 | $91-74.3% | $5,586-99.6% | $95-75.2% |