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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 | $55,446-9.7% | $155,574-67.8% | $74,429-32.7% |
| Participation rate | 95.0% | 61.9%+33.1pp | 78.2%+16.8pp | 67.2%+27.8pp |
| Annual return | 12.18% | 269.20%-257.0pp | 64.87%-52.7pp | 1368.38%-1356.2pp |
| Employer contribution / active EE | $5,107 | $2,266+125.4% | $4,676+9.2% | $2,625+94.6% |
| Participant deferral / active EE | $5,181 | $2,836+82.7% | $5,629-8.0% | $4,348+19.2% |
| Admin fee / account holder | $143 | $1,743-91.8% | $15,914-99.1% | $1,944-92.6% |