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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $13,443 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,529 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,480 | $50,175-47.2% | $99,475-73.4% | $65,185-59.4% |
| Participation rate | 84.1% | 68.4%+15.7pp | 73.8%+10.3pp | 70.2%+13.9pp |
| Annual return | 20.46% | 25.36%-4.9pp | 30.72%-10.3pp | 29.38%-8.9pp |
| Employer contribution / active EE | $406 | $1,496-72.9% | $2,540-84.0% | $2,177-81.4% |
| Participant deferral / active EE | $2,253 | $2,748-18.0% | $3,619-37.7% | $3,514-35.9% |
| Admin fee / account holder | $143 | $398-64.1% | $6,252-97.7% | $847-83.2% |