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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL6+ years Service code 99 | Other Fees | $24,807 |
MORNINGSTAR5 years Service code 27 | Advisory (Plan) | $1,895 |
LPL FINANCIAL6+ years Filed as: LPL Service code 99 · EIN 04-3046611 | Other Fees | $0 |
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 | $70,014 | $72,554-3.5% | $138,135-49.3% | $73,497-4.7% |
| Participation rate | 71.1% | 74.8%-3.8pp | 78.7%-7.6pp | 70.7%+0.4pp |
| Annual return | 21.40% | 17.50%+3.9pp | 20.51%+0.9pp | 28.51%-7.1pp |
| Employer contribution / active EE | $3,677 | $3,511+4.7% | $5,587-34.2% | $2,270+62.0% |
| Participant deferral / active EE | $3,234 | $4,908-34.1% | $6,431-49.7% | $3,740-13.5% |
| Admin fee / account holder | $26 | $464-94.4% | $11,856-99.8% | $513-95.0% |