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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORPORATION Service code 50 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Direct Payment | $17,503 |
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 | $66,960 | $58,828+13.8% | $78,002-14.2% | $62,881+6.5% |
| Participation rate | 95.8% | 71.1%+24.8pp | 75.5%+20.3pp | 69.3%+26.5pp |
| Annual return | 8.42% | 17.16%-8.7pp | 425.99%-417.6pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,993 | $1,672+19.2% | $2,470-19.3% | $2,281-12.6% |
| Participant deferral / active EE | $3,754 | $2,686+39.8% | $3,497+7.3% | $3,203+17.2% |
| Admin fee / account holder | $71 | $4,393-98.4% | $5,481-98.7% | $4,296-98.4% |