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 27 · EIN 04-3046611 | Advisory (Plan) | $9,837 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,675 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,228 | $47,448-42.6% | $94,993-71.3% | $62,293-56.3% |
| Participation rate | 90.1% | 66.5%+23.6pp | 73.9%+16.2pp | 69.5%+20.6pp |
| Annual return | 19.03% | 22.64%-3.6pp | 27.14%-8.1pp | 28.90%-9.9pp |
| Employer contribution / active EE | $442 | $1,300-66.0% | $2,603-83.0% | $2,042-78.4% |
| Participant deferral / active EE | $2,217 | $2,375-6.6% | $3,317-33.2% | $3,169-30.0% |
| Admin fee / account holder | $87 | $434-80.0% | $4,960-98.2% | $479-81.9% |