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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $57,909 |
Service code 37 · EIN 04-2647786 | Loan Processing | $39,642 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,654 | $64,728+66.3% | $213,469-49.6% | $64,728+66.3% |
| Participation rate | 93.0% | 57.9%+35.1pp | 77.1%+15.9pp | 57.9%+35.1pp |
| Annual return | 22.85% | 49.38%-26.5pp | 20.58%+2.3pp | 49.38%-26.5pp |
| Employer contribution / active EE | $5,365 | $2,243+139.2% | $4,994+7.4% | $2,243+139.2% |
| Participant deferral / active EE | $9,614 | $2,729+252.2% | $6,841+40.5% | $2,729+252.2% |
| Admin fee / account holder | $195 | $1,145-83.0% | $27,141-99.3% | $1,145-83.0% |