Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $59,687 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 16 · EIN 04-3046611 | Consulting | $35,257 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,229 | $36,002-24.4% | $161,489-83.1% | $64,728-57.9% |
| Participation rate | 76.9% | 57.4%+19.5pp | 78.7%-1.8pp | 57.9%+19.0pp |
| Annual return | 18.13% | 33.93%-15.8pp | 89.72%-71.6pp | 49.38%-31.2pp |
| Employer contribution / active EE | $1,613 | $1,380+16.9% | $4,268-62.2% | $2,243-28.1% |
| Participant deferral / active EE | $3,539 | $1,815+95.0% | $5,630-37.1% | $2,729+29.7% |
| Admin fee / account holder | $13 | $931-98.6% | $16,006-99.9% | $1,145-98.9% |