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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3+ years Service code 99 · EIN 04-3046611 | Other Fees | $19,559 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,412 | $85,766-82.0% | $136,298-88.7% | $70,126-78.0% |
| Participation rate | 88.6% | 74.2%+14.4pp | 81.9%+6.7pp | 69.5%+19.0pp |
| Annual return | 15.17% | 31.46%-16.3pp | 5156.27%-5141.1pp | 73.15%-58.0pp |
| Employer contribution / active EE | $1,349 | $2,966-54.5% | $4,696-71.3% | $2,343-42.4% |
| Participant deferral / active EE | $5,017 | $5,051-0.7% | $6,247-19.7% | $3,332+50.6% |
| Admin fee / account holder | $60 | $5,421-98.9% | $9,244-99.4% | $4,645-98.7% |