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 |
|---|---|---|
LPL FINANCIAL3+ years Service code 27 · EIN 95-2834236 | Advisory (Plan) | $12,177 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,085 | $80,753-75.1% | $136,298-85.3% | $62,293-67.8% |
| Participation rate | 98.2% | 73.5%+24.6pp | 81.9%+16.3pp | 69.5%+28.7pp |
| Annual return | -22.73% | 35.83%-58.6pp | 5156.27%-5179.0pp | 28.90%-51.6pp |
| Employer contribution / active EE | $7,692 | $2,884+166.8% | $4,696+63.8% | $2,042+276.7% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $45 | $525-91.5% | $9,244-99.5% | $479-90.7% |