Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 17 · EIN 95-2834236 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 921213091 | Pension Consulting | $9,241 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,306 | $30,086-9.2% | $61,389-55.5% | $64,811-57.9% |
| Participation rate | 19.0% | 36.4%-17.3pp | 52.6%-33.5pp | 71.5%-52.4pp |
| Annual return | -15.58% | -13.99%-1.6pp | 338.73%-354.3pp | 32.83%-48.4pp |
| Employer contribution / active EE | $373 | $536-30.4% | $1,160-67.8% | $2,506-85.1% |
| Participant deferral / active EE | $589 | $1,126-47.7% | $2,125-72.3% | $4,310-86.3% |
| Admin fee / account holder | $36 | $148-75.7% | $2,130-98.3% | $188-80.8% |