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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $34,023 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,091 | $55,472-9.7% | $155,567-67.8% | $74,546-32.8% |
| Participation rate | 95.0% | 61.9%+33.1pp | 78.2%+16.8pp | 67.2%+27.8pp |
| Annual return | 12.18% | 268.72%-256.5pp | 64.74%-52.6pp | 1366.03%-1353.9pp |
| Employer contribution / active EE | $5,107 | $2,269+125.1% | $4,674+9.3% | $2,624+94.6% |
| Participant deferral / active EE | $5,181 | $2,838+82.6% | $5,628-7.9% | $4,347+19.2% |
| Admin fee / account holder | $143 | $1,743-91.8% | $15,916-99.1% | $1,944-92.6% |