Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $89,763 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $47,629 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,220 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,549 | $50,919-32.1% | $155,556-77.8% | $77,762-55.6% |
| Participation rate | 73.3% | 63.1%+10.2pp | 78.2%-4.9pp | 70.6%+2.7pp |
| Annual return | 19.48% | 34.84%-15.4pp | 64.84%-45.4pp | 31.27%-11.8pp |
| Employer contribution / active EE | $2,364 | $1,991+18.7% | $4,675-49.4% | $2,728-13.3% |
| Participant deferral / active EE | $5,218 | $2,824+84.8% | $5,631-7.3% | $4,651+12.2% |
| Admin fee / account holder | $225 | $437-48.4% | $15,885-98.6% | $433-48.0% |