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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $27,903 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,440 | $61,391-11.3% | $149,723-63.6% | $71,529-23.9% |
| Participation rate | 94.4% | 62.5%+31.9pp | 78.8%+15.6pp | 67.9%+26.4pp |
| Annual return | 16.66% | 35.88%-19.2pp | 134.50%-117.8pp | 28.97%-12.3pp |
| Employer contribution / active EE | $6,485 | $2,384+172.1% | $4,821+34.5% | $2,590+150.4% |
| Participant deferral / active EE | $4,547 | $2,921+55.7% | $5,682-20.0% | $4,291+6.0% |
| Admin fee / account holder | $153 | $1,264-87.9% | $13,215-98.8% | $1,588-90.4% |