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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $33,655 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,608 |
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 | $101,954 | $65,376+56.0% | $87,102+17.1% | $65,185+56.4% |
| Participation rate | 88.9% | 75.3%+13.6pp | 76.9%+12.0pp | 70.2%+18.7pp |
| Annual return | 27.12% | 31.27%-4.2pp | 28.19%-1.1pp | 29.38%-2.3pp |
| Employer contribution / active EE | $2 | $1,822-99.9% | $2,521-99.9% | $2,177-99.9% |
| Participant deferral / active EE | $6,862 | $3,388+102.5% | $4,048+69.5% | $3,514+95.3% |
| Admin fee / account holder | $242 | $520-53.5% | $7,491-96.8% | $847-71.5% |