Filed November 4, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL Service code 27 · EIN 95-2834236 | Advisory (Plan) | $30,260 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,847 | $84,936+81.1% | $111,303+38.2% | $79,393+93.8% |
| Participation rate | 96.9% | 75.9%+21.0pp | 77.3%+19.6pp | 70.7%+26.2pp |
| Annual return | 20.59% | 17.45%+3.1pp | 54.66%-34.1pp | 116.87%-96.3pp |
| Employer contribution / active EE | $3,440 | $1,979+73.8% | $2,731+25.9% | $2,428+41.7% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $132 | $537-75.4% | $7,966-98.3% | $627-78.9% |