Filed November 4, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3+ years Service code 27 · EIN 95-2834236 | Advisory (Plan) | $16,844 |
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 | $149,857 | $64,909+130.9% | $82,312+82.1% | $62,293+140.6% |
| Participation rate | 97.3% | 74.9%+22.4pp | 76.9%+20.4pp | 69.5%+27.8pp |
| Annual return | 28.85% | 21.18%+7.7pp | 25.88%+3.0pp | 28.90%-0.1pp |
| Employer contribution / active EE | $2,626 | $1,676+56.7% | $2,428+8.1% | $2,042+28.6% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $102 | $440-76.8% | $5,608-98.2% | $479-78.7% |