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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $29,144 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $9,324 |
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 | $39,557 | $80,753-51.0% | $136,298-71.0% | $62,293-36.5% |
| Participation rate | 89.4% | 73.5%+15.9pp | 81.9%+7.5pp | 69.5%+19.9pp |
| Annual return | 18.46% | 35.83%-17.4pp | 5156.27%-5137.8pp | 28.90%-10.4pp |
| Employer contribution / active EE | $3,746 | $2,884+29.9% | $4,696-20.2% | $2,042+83.4% |
| Participant deferral / active EE | $7,705 | $5,164+49.2% | $6,247+23.3% | $3,169+143.1% |
| Admin fee / account holder | $220 | $525-58.2% | $9,244-97.6% | $479-54.1% |