Filed November 4, 2022 (most recent of 3 filings on file)
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 FINANCIAL2+ years Service code 27 · EIN 95-2834236 | Advisory (Plan) | $9,252 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,835 | $60,165+102.5% | $74,184+64.2% | $55,167+120.8% |
| Participation rate | 97.8% | 74.2%+23.7pp | 76.6%+21.2pp | 69.0%+28.9pp |
| Annual return | 15.72% | 10.00%+5.7pp | 17.74%-2.0pp | 169.23%-153.5pp |
| Employer contribution / active EE | $2,561 | $1,600+60.1% | $2,370+8.1% | $1,963+30.5% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $59 | $419-85.9% | $5,586-98.9% | $504-88.3% |