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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 95-2834236 | Advisory (Plan) | $46,878 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $250 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $68,321 | $54,320+25.8% | $67,652+1.0% | $52,331+30.6% |
| Participation rate | 94.2% | 73.6%+20.6pp | 75.7%+18.5pp | 68.1%+26.1pp |
| Annual return | -0.07% | 6.81%-6.9pp | 6625.40%-6625.5pp | 4.54%-4.6pp |
| Employer contribution / active EE | $552 | $1,544-64.2% | $2,266-75.6% | $1,882-70.7% |
| Participant deferral / active EE | $3,880 | $2,950+31.5% | $3,560+9.0% | $3,022+28.4% |
| Admin fee / account holder | $169 | $527-67.9% | $4,821-96.5% | $592-71.4% |