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 FINANCIAL4+ years Service code 27 · EIN 95-2834236 | Advisory (Plan) | $33,087 |
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 | $167,008 | $59,191+182.2% | $76,767+117.6% | $56,289+196.7% |
| Participation rate | 95.3% | 75.2%+20.1pp | 77.0%+18.3pp | 69.9%+25.4pp |
| Annual return | 15.91% | 6.62%+9.3pp | 2.43%+13.5pp | -9.96%+25.9pp |
| Employer contribution / active EE | $2,767 | $1,759+57.3% | $2,485+11.3% | $2,111+31.0% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $194 | $489-60.4% | $6,675-97.1% | $521-62.9% |