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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $23,257 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,594 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,814 | $76,112+37.7% | $96,534+8.6% | $71,511+46.6% |
| Participation rate | 93.3% | 74.4%+18.9pp | 76.0%+17.3pp | 67.9%+25.4pp |
| Annual return | 21.36% | 22.81%-1.4pp | 25.88%-4.5pp | 28.86%-7.5pp |
| Employer contribution / active EE | $6,614 | $2,248+194.2% | $2,965+123.0% | $2,589+155.5% |
| Participant deferral / active EE | $19,219 | $4,217+355.8% | $4,851+296.2% | $4,291+347.9% |
| Admin fee / account holder | $122 | $2,708-95.5% | $8,253-98.5% | $1,588-92.3% |