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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $24,189 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,072 |
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 | $54,101 | $66,302-18.4% | $110,243-50.9% | $56,289-3.9% |
| Participation rate | 94.3% | 74.9%+19.4pp | 79.8%+14.5pp | 69.9%+24.5pp |
| Annual return | -5.26% | -1.18%-4.1pp | 314.76%-320.0pp | -9.96%+4.7pp |
| Employer contribution / active EE | $2,361 | $2,047+15.3% | $3,827-38.3% | $2,111+11.8% |
| Participant deferral / active EE | $4,772 | $3,381+41.1% | $4,672+2.1% | $3,350+42.5% |
| Admin fee / account holder | $191 | $698-72.6% | $8,548-97.8% | $521-63.3% |