Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL7 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $41,906 |
MIDWEST GROUP BENEFITS, INC.3 years Filed as: MIDWEST GROUP BENEFITS Service code 99 · EIN 84-4016035 | Other Fees | $10,942 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $75,529 | $80,781-6.5% | $102,437-26.3% | $74,478+1.4% |
| Participation rate | 98.9% | 65.7%+33.2pp | 74.5%+24.4pp | 67.2%+31.7pp |
| Annual return | 17.89% | 27.58%-9.7pp | 24.95%-7.1pp | 1370.56%-1352.7pp |
| Employer contribution / active EE | $549 | $3,160-82.6% | $3,871-85.8% | $2,626-79.1% |
| Participant deferral / active EE | $5,160 | $3,862+33.6% | $5,060+2.0% | $4,350+18.6% |
| Admin fee / account holder | $419 | $2,372-82.3% | $8,388-95.0% | $1,946-78.5% |