Filed November 4, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL8+ years Service code 27 · EIN 95-2834236 | Advisory (Plan) | $18,121 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,714 | $65,453+173.0% | $86,698+106.1% | $66,938+167.0% |
| Participation rate | 93.9% | 75.5%+18.4pp | 76.6%+17.3pp | 69.8%+24.1pp |
| Annual return | 25.73% | -10.89%+36.6pp | 35.95%-10.2pp | 1.58%+24.1pp |
| Employer contribution / active EE | $7,764 | $2,154+260.5% | $2,837+173.7% | $2,545+205.0% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,238-100.0% |
| Admin fee / account holder | $74 | $642-88.4% | $7,493-99.0% | $594-87.5% |