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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $28,993 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $15,231 |
ARONSON LLC2+ years Service code 10 · EIN 37-1611326 | Accounting | $14,400 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $101,274 | $80,177+26.3% | $123,894-18.3% | $57,658+75.6% |
| Participation rate | 75.9% | 74.4%+1.4pp | 81.4%-5.6pp | 70.2%+5.6pp |
| Annual return | 8.82% | 17.90%-9.1pp | 47.52%-38.7pp | 5.13%+3.7pp |
| Employer contribution / active EE | $1,337 | $2,913-54.1% | $4,617-71.0% | $1,974-32.3% |
| Participant deferral / active EE | $6,652 | $5,130+29.7% | $5,984+11.2% | $3,061+117.4% |
| Admin fee / account holder | $13 | $106-87.8% | $8,357-99.8% | $95-86.2% |