Filed November 4, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Service code 27 · EIN 95-2834236 | Advisory (Plan) | $9,474 |
Participant contribution per participant 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 | $110,390 | $54,320+103.2% | $67,652+63.2% | $52,331+110.9% |
| Participation rate | 97.7% | 73.6%+24.1pp | 75.7%+22.0pp | 68.1%+29.6pp |
| Annual return | 140.05% | 6.81%+133.2pp | 6625.40%-6485.3pp | 4.54%+135.5pp |
| Employer contribution / active EE | $2,892 | $1,544+87.4% | $2,266+27.7% | $1,882+53.7% |
| Participant deferral / active EE | $0 | $2,950-100.0% | $3,560-100.0% | $3,022-100.0% |
| Admin fee / account holder | $64 | $527-87.9% | $4,821-98.7% | $592-89.2% |