Filed January 23, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $97,963 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $13,562 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,198 | $56,540+155.0% | $185,849-22.4% | $86,821+66.1% |
| Participation rate | 98.1% | 65.5%+32.6pp | 81.7%+16.4pp | 72.3%+25.8pp |
| Annual return | 10.87% | 118.20%-107.3pp | 122.10%-111.2pp | 97.94%-87.1pp |
| Employer contribution / active EE | $3,018 | $1,844+63.6% | $5,169-41.6% | $2,406+25.4% |
| Participant deferral / active EE | $3,406 | $2,555+33.3% | $5,569-38.8% | $4,132-17.6% |
| Admin fee / account holder | $134 | $150-10.2% | $16,244-99.2% | $170-20.7% |