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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $16,938 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,272 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $72,878 | $60,165+21.1% | $74,184-1.8% | $55,167+32.1% |
| Participation rate | 89.1% | 74.2%+14.9pp | 76.6%+12.4pp | 69.0%+20.1pp |
| Annual return | 6.51% | 10.00%-3.5pp | 17.74%-11.2pp | 169.23%-162.7pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $5,458 | $2,973+83.6% | $3,550+53.8% | $3,054+78.7% |
| Admin fee / account holder | $102 | $419-75.6% | $5,586-98.2% | $504-79.7% |