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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $24,665 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,120 | $65,125-20.0% | $143,797-63.8% | $66,949-22.2% |
| Participation rate | 92.5% | 65.2%+27.3pp | 80.3%+12.2pp | 69.8%+22.7pp |
| Annual return | -15.97% | -11.13%-4.8pp | -0.04%-15.9pp | 1.57%-17.5pp |
| Employer contribution / active EE | $6,315 | $2,362+167.3% | $4,952+27.5% | $2,545+148.1% |
| Participant deferral / active EE | $4,958 | $2,920+69.8% | $5,638-12.1% | $4,239+17.0% |
| Admin fee / account holder | $176 | $503-65.0% | $14,679-98.8% | $594-70.4% |