Filed February 2, 2024
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $16,009 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,063 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,086 | $79,523-39.5% | $140,016-65.7% | $56,287-14.6% |
| Participation rate | 96.7% | 85.7%+11.0pp | 87.5%+9.2pp | 69.9%+26.9pp |
| Annual return | -5.81% | 2.39%-8.2pp | 651.12%-656.9pp | -9.96%+4.2pp |
| Employer contribution / active EE | $987 | $3,350-70.5% | $5,606-82.4% | $2,111-53.2% |
| Participant deferral / active EE | $2,975 | $5,129-42.0% | $6,927-57.1% | $3,350-11.2% |
| Admin fee / account holder | $127 | $614-79.3% | $10,705-98.8% | $521-75.5% |