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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $50,782 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,842 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,509 | $96,486-5.2% | $153,643-40.4% | $77,736+17.7% |
| Participation rate | 91.0% | 81.6%+9.3pp | 77.1%+13.9pp | 70.6%+20.4pp |
| Annual return | 24.53% | 14.44%+10.1pp | 15.71%+8.8pp | 31.26%-6.7pp |
| Employer contribution / active EE | $5,286 | $5,224+1.2% | $5,039+4.9% | $2,728+93.8% |
| Participant deferral / active EE | $10,075 | $6,609+52.4% | $6,754+49.2% | $4,651+116.6% |
| Admin fee / account holder | $147 | $182-19.4% | $12,739-98.8% | $433-66.1% |