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 FINANCIAL5 years Service code 99 · EIN 04-3046611 | Other Fees | $14,369 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $1,106 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,967 | $39,948-42.5% | $89,400-74.3% | $73,412-68.7% |
| Participation rate | 59.2% | 50.4%+8.8pp | 68.0%-8.8pp | 72.2%-13.0pp |
| Annual return | 19.56% | 50.12%-30.6pp | 245.64%-226.1pp | 59.30%-39.7pp |
| Employer contribution / active EE | $3,010 | $1,200+150.8% | $2,586+16.4% | $2,234+34.7% |
| Participant deferral / active EE | $1,915 | $2,193-12.6% | $3,890-50.8% | $3,806-49.7% |
| Admin fee / account holder | $31 | $134-76.7% | $4,882-99.4% | $158-80.2% |