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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $48,637 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $275 |
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 | $63,218 | $65,118-2.9% | $76,767-17.6% | $55,725+13.4% |
| Participation rate | 92.6% | 79.6%+13.0pp | 77.0%+15.6pp | 70.9%+21.7pp |
| Annual return | -5.39% | -1.27%-4.1pp | 2.43%-7.8pp | 244.93%-250.3pp |
| Employer contribution / active EE | $489 | $1,941-74.8% | $2,485-80.3% | $2,078-76.5% |
| Participant deferral / active EE | $3,344 | $3,688-9.3% | $3,852-13.2% | $3,356-0.3% |
| Admin fee / account holder | $156 | $116+34.4% | $6,675-97.7% | $115+35.2% |