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 FINANCIAL10+ years Service code 99 | Other Fees | $26,277 |
Filed as: CBIZ BENEFITS AND INSURANCE SERV Service code 99 · EIN 31-1582098 | Other Fees | $6,512 |
MORNINGSTAR9 years Service code 27 | Advisory (Plan) | $2,126 |
LPL FINANCIAL10+ years Filed as: LPL Service code 99 · EIN 04-3046611 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $76,908 | $79,779-3.6% | $153,741-50.0% | $74,478+3.3% |
| Participation rate | 65.7% | 69.9%-4.2pp | 77.1%-11.4pp | 67.2%-1.5pp |
| Annual return | 15.30% | 15.08%+0.2pp | 15.71%-0.4pp | 1370.56%-1355.3pp |
| Employer contribution / active EE | $718 | $4,026-82.2% | $5,042-85.8% | $2,626-72.7% |
| Participant deferral / active EE | $3,401 | $5,329-36.2% | $6,757-49.7% | $4,350-21.8% |
| Admin fee / account holder | $60 | $1,761-96.6% | $12,749-99.5% | $1,946-96.9% |