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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Service code 99 · EIN 04-3046611 | Other Fees | $7,665 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,018 | $59,535-49.6% | $90,161-66.7% | $62,293-51.8% |
| Participation rate | 89.7% | 73.0%+16.7pp | 76.9%+12.9pp | 69.5%+20.2pp |
| Annual return | 82.54% | 23.53%+59.0pp | 34.89%+47.7pp | 28.90%+53.6pp |
| Employer contribution / active EE | $1,299 | $1,826-28.9% | $3,318-60.9% | $2,042-36.4% |
| Participant deferral / active EE | $5,133 | $4,639+10.7% | $5,287-2.9% | $3,169+62.0% |
| Admin fee / account holder | $74 | $337-78.1% | $5,943-98.8% | $479-84.6% |