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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $30,579 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,075 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,997 | $75,284-25.6% | $91,004-38.5% | $69,631-19.6% |
| Participation rate | 98.3% | 80.4%+17.9pp | 75.6%+22.7pp | 70.7%+27.6pp |
| Annual return | 14.75% | 48.40%-33.7pp | 4.60%+10.1pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $2,151 | $2,473-13.0% | $2,456-12.4% | $2,032+5.9% |
| Participant deferral / active EE | $2,297 | $3,700-37.9% | $3,548-35.2% | $3,224-28.7% |
| Admin fee / account holder | $6 | $111-94.2% | $5,417-99.9% | $110-94.2% |