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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 50 4707 EXECUTIVE DR. · SAN DIEGO, CA 92121 | Direct Payment | $17,582 |
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 | $57,814 | $54,380+6.3% | $68,509-15.6% | $59,633-3.1% |
| Participation rate | 96.1% | 70.2%+25.9pp | 74.7%+21.4pp | 68.7%+27.4pp |
| Annual return | -1.02% | 2.83%-3.9pp | 8.27%-9.3pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $2,061 | $1,539+34.0% | $2,278-9.5% | $2,203-6.4% |
| Participant deferral / active EE | $3,787 | $2,643+43.3% | $3,382+12.0% | $3,192+18.7% |
| Admin fee / account holder | $71 | $3,885-98.2% | $5,275-98.7% | $4,297-98.3% |