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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $30,129 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,388 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,584 | $79,223+73.7% | $102,460+34.3% | $74,478+84.7% |
| Participation rate | 94.0% | 74.8%+19.2pp | 76.5%+17.5pp | 67.2%+26.8pp |
| Annual return | 22.05% | 54.98%-32.9pp | 29.47%-7.4pp | 1370.56%-1348.5pp |
| Employer contribution / active EE | $7,915 | $2,363+234.9% | $3,025+161.6% | $2,626+201.4% |
| Participant deferral / active EE | $16,672 | $4,417+277.4% | $5,056+229.7% | $4,350+283.2% |
| Admin fee / account holder | $159 | $2,003-92.0% | $9,460-98.3% | $1,946-91.8% |