Filed November 4, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL Service code 27 · EIN 95-2834236 | Advisory (Plan) | $25,669 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $148,560 | $73,638+101.7% | $95,964+54.8% | $73,497+102.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | -0.42% | 16.78%-17.2pp | 91.64%-92.1pp | 28.51%-28.9pp |
| Employer contribution / active EE | $13,916 | $1,863+646.9% | $2,541+447.6% | $2,270+513.0% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $123 | $482-74.5% | $6,797-98.2% | $513-76.0% |