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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $50,762 |
Service code 37 · EIN 04-2647786 | Loan Processing | $825 |
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 | $95,614 | $63,924+49.6% | $108,582-11.9% | $55,167+73.3% |
| Participation rate | 99.4% | 74.3%+25.0pp | 79.6%+19.8pp | 69.0%+30.4pp |
| Annual return | 7.33% | 15.31%-8.0pp | -51.70%+59.0pp | 169.23%-161.9pp |
| Employer contribution / active EE | $8,098 | $1,879+330.9% | $3,758+115.5% | $1,963+312.6% |
| Participant deferral / active EE | $9,656 | $3,067+214.9% | $4,311+124.0% | $3,054+216.1% |
| Admin fee / account holder | $206 | $618-66.7% | $7,645-97.3% | $504-59.2% |