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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $30,564 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $14,839 |
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 | $85,886 | $52,967+62.1% | $172,753-50.3% | $65,186+31.8% |
| Participation rate | 71.1% | 66.2%+4.9pp | 82.6%-11.5pp | 70.2%+0.9pp |
| Annual return | 19.40% | 30.12%-10.7pp | 803.00%-783.6pp | 29.39%-10.0pp |
| Employer contribution / active EE | $2,618 | $2,190+19.5% | $5,144-49.1% | $2,177+20.3% |
| Participant deferral / active EE | $4,620 | $2,471+87.0% | $5,198-11.1% | $3,514+31.5% |
| Admin fee / account holder | $238 | $472-49.7% | $13,956-98.3% | $847-72.0% |