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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 95-2834236 | Advisory (Plan) | $46,216 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,700 |
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 | $92,425 | $70,002+32.0% | $115,038-19.7% | $52,331+76.6% |
| Participation rate | 98.1% | 72.1%+26.0pp | 81.4%+16.7pp | 68.1%+30.0pp |
| Annual return | 1.61% | 4.04%-2.4pp | 26.14%-24.5pp | 4.54%-2.9pp |
| Employer contribution / active EE | $1,604 | $2,715-40.9% | $4,608-65.2% | $1,882-14.8% |
| Participant deferral / active EE | $7,177 | $4,920+45.9% | $6,026+19.1% | $3,022+137.5% |
| Admin fee / account holder | $150 | $566-73.5% | $8,175-98.2% | $592-74.6% |