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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL - RPCP Service code 27 PO BOX 509025 · SAN DIEGO, CA 92150 | Advisory (Plan) | $22,232 |
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $14,476 |
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 | $33,781 | $70,002-51.7% | $115,038-70.6% | $52,331-35.4% |
| Participation rate | 79.5% | 72.1%+7.4pp | 81.4%-1.8pp | 68.1%+11.4pp |
| Annual return | -0.48% | 4.04%-4.5pp | 26.14%-26.6pp | 4.54%-5.0pp |
| Employer contribution / active EE | $1,914 | $2,715-29.5% | $4,608-58.5% | $1,882+1.7% |
| Participant deferral / active EE | $4,678 | $4,920-4.9% | $6,026-22.4% | $3,022+54.8% |
| Admin fee / account holder | $190 | $566-66.4% | $8,175-97.7% | $592-67.8% |