Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $18,055 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $70,183 | $54,573+28.6% | $90,970-22.8% | $73,497-4.5% |
| Participation rate | 46.0% | 61.2%-15.2pp | 69.0%-23.0pp | 70.7%-24.7pp |
| Annual return | 13.05% | 16.69%-3.6pp | 134.60%-121.5pp | 28.51%-15.5pp |
| Employer contribution / active EE | $393 | $991-60.3% | $2,122-81.5% | $2,270-82.7% |
| Participant deferral / active EE | $2,135 | $2,517-15.2% | $3,373-36.7% | $3,740-42.9% |
| Admin fee / account holder | $512 | $521-1.8% | $5,961-91.4% | $513-0.2% |