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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $53,172 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $462 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,922 | $72,303+2.2% | $86,698-14.7% | $64,824+14.0% |
| Participation rate | 89.4% | 80.4%+8.9pp | 76.6%+12.8pp | 71.5%+17.9pp |
| Annual return | -14.43% | 392.77%-407.2pp | 35.96%-50.4pp | 32.84%-47.3pp |
| Employer contribution / active EE | $669 | $2,393-72.0% | $2,837-76.4% | $2,507-73.3% |
| Participant deferral / active EE | $4,570 | $4,660-1.9% | $4,656-1.9% | $4,311+6.0% |
| Admin fee / account holder | $182 | $174+4.9% | $7,492-97.6% | $188-2.9% |