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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $42,456 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $375 |
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 | $68,577 | $63,905+7.3% | $74,184-7.6% | $57,658+18.9% |
| Participation rate | 91.2% | 79.8%+11.5pp | 76.6%+14.6pp | 70.2%+21.0pp |
| Annual return | 5.37% | 60.60%-55.2pp | 17.74%-12.4pp | 5.13%+0.2pp |
| Employer contribution / active EE | $534 | $1,840-71.0% | $2,370-77.5% | $1,974-72.9% |
| Participant deferral / active EE | $3,703 | $3,448+7.4% | $3,550+4.3% | $3,061+21.0% |
| Admin fee / account holder | $150 | $91+64.5% | $5,586-97.3% | $95+58.4% |