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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $26,862 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,640 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,298 | $100,003-15.7% | $146,685-42.5% | $85,856-1.8% |
| Participation rate | 91.4% | 73.1%+18.3pp | 80.1%+11.3pp | 69.3%+22.0pp |
| Annual return | 9.93% | 18.93%-9.0pp | 22.75%-12.8pp | 318.58%-308.6pp |
| Employer contribution / active EE | $2,507 | $2,559-2.0% | $4,137-39.4% | $2,565-2.3% |
| Participant deferral / active EE | $6,080 | $4,006+51.8% | $5,507+10.4% | $3,952+53.9% |
| Admin fee / account holder | $248 | $7,704-96.8% | $10,281-97.6% | $6,261-96.0% |