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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 95-2834236 | Advisory (Plan) | $48,323 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,675 |
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 | $88,830 | $57,108+55.5% | $94,229-5.7% | $52,331+69.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | -0.94% | 1.47%-2.4pp | 10.68%-11.6pp | 4.54%-5.5pp |
| Employer contribution / active EE | $2,802 | $1,735+61.5% | $3,587-21.9% | $1,882+48.9% |
| Participant deferral / active EE | $8,835 | $3,040+190.7% | $4,320+104.5% | $3,022+192.3% |
| Admin fee / account holder | $201 | $546-63.3% | $6,269-96.8% | $592-66.1% |