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 52 · EIN 04-1590850 | Indirect Investment Fees | $33,046 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $21,000 |
Annual investment return 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 | $83,859 | $56,640+48.1% | $78,002+7.5% | $55,167+52.0% |
| Participation rate | 98.6% | 73.3%+25.3pp | 75.5%+23.0pp | 69.0%+29.6pp |
| Annual return | 4.53% | 2868.48%-2863.9pp | 425.99%-421.5pp | 169.23%-164.7pp |
| Employer contribution / active EE | $2,913 | $1,724+69.0% | $2,470+17.9% | $1,963+48.4% |
| Participant deferral / active EE | $4,446 | $2,778+60.0% | $3,497+27.1% | $3,054+45.6% |
| Admin fee / account holder | $209 | $467-55.2% | $5,481-96.2% | $504-58.5% |