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 FINANCIAL4 years Filed as: LPL FINANCIAL CORPORATION Service code 55 | Other Commissions | $90,009 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,406 |
LPL FINANCIAL2 years Service code 53 P.O.BOX 509025 · SAN DIEGO, CA 921509026 | Insurance Commissions | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,540 | $47,163+390.9% | $149,696+54.7% | $74,460+211.0% |
| Participation rate | 76.4% | 63.4%+13.0pp | 78.8%-2.4pp | 70.7%+5.6pp |
| Annual return | 18.41% | 22.75%-4.3pp | 134.46%-116.0pp | 34.38%-16.0pp |
| Employer contribution / active EE | $5,468 | $1,907+186.8% | $4,821+13.4% | $2,638+107.3% |
| Participant deferral / active EE | $3,914 | $2,730+43.4% | $5,682-31.1% | $4,530-13.6% |
| Admin fee / account holder | $30 | $343-91.1% | $13,212-99.8% | $348-91.2% |