Filed August 1, 2018 (most recent of 2 filings on file)
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 Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 95-2834236 | Advisory (Plan) | $8,872 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $305 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,059 | $45,324-7.2% | $122,354-65.6% | $69,631-39.6% |
| Participation rate | 46.5% | 59.9%-13.4pp | 71.6%-25.1pp | 70.7%-24.1pp |
| Annual return | 16.76% | 25.35%-8.6pp | 30.28%-13.5pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $791 | $1,230-35.7% | $4,051-80.5% | $2,032-61.1% |
| Participant deferral / active EE | $2,236 | $2,367-5.5% | $3,287-32.0% | $3,224-30.6% |
| Admin fee / account holder | $49 | $87-43.3% | $5,479-99.1% | $110-55.3% |