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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $26,552 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,231 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,348 | $81,474-6.3% | $133,956-43.0% | $73,488+3.9% |
| Participation rate | 95.0% | 76.4%+18.6pp | 79.8%+15.2pp | 70.7%+24.3pp |
| Annual return | 11.54% | 19.40%-7.9pp | 45.09%-33.5pp | 28.51%-17.0pp |
| Employer contribution / active EE | $1,927 | $2,209-12.8% | $3,919-50.8% | $2,270-15.1% |
| Participant deferral / active EE | $4,386 | $3,786+15.8% | $5,048-13.1% | $3,740+17.3% |
| Admin fee / account holder | $215 | $713-69.9% | $8,927-97.6% | $513-58.1% |