Filed November 11, 2020
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL9 years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $9,000 |
JPMORGAN INVEST HOLDINGS LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $2,065 |
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 | $146,934 | $78,607+86.9% | $105,624+39.1% | $74,478+97.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 11.11% | 15.96%-4.9pp | 116.20%-105.1pp | 1370.56%-1359.5pp |
| Employer contribution / active EE | $7,012 | $2,523+177.9% | $3,168+121.4% | $2,626+167.0% |
| Participant deferral / active EE | $9,776 | $4,325+126.0% | $5,013+95.0% | $4,350+124.7% |
| Admin fee / account holder | $66 | $2,220-97.0% | $10,961-99.4% | $1,946-96.6% |