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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $76,263 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,359 |
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 | $138,199 | $71,666+92.8% | $117,857+17.3% | $69,631+98.5% |
| Participation rate | 90.9% | 77.5%+13.3pp | 79.7%+11.2pp | 70.7%+20.2pp |
| Annual return | 16.63% | 18.86%-2.2pp | 335.09%-318.5pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $3,103 | $1,889+64.3% | $3,786-18.0% | $2,032+52.7% |
| Participant deferral / active EE | $5,412 | $3,340+62.0% | $4,482+20.7% | $3,224+67.9% |
| Admin fee / account holder | $8 | $120-93.6% | $8,020-99.9% | $110-93.0% |