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 55 · EIN 95-2834236 | Other Commissions | $6,873 |
Service code 37 · EIN 04-2647786 | Loan Processing | $463 |
Employer contribution per participant 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 | $24,754 | $75,183-67.1% | $123,894-80.0% | $55,167-55.1% |
| Participation rate | 76.0% | 72.8%+3.2pp | 81.4%-5.4pp | 69.0%+7.0pp |
| Annual return | 27.44% | 19.01%+8.4pp | 47.52%-20.1pp | 169.23%-141.8pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $5,654 | $5,084+11.2% | $5,984-5.5% | $3,054+85.1% |
| Admin fee / account holder | $3 | $663-99.6% | $8,357-100.0% | $504-99.4% |