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 | $36,904-26.2% | $158,223-82.8% | $65,191-58.2% |
| Participation rate | 76.9% | 62.1%+14.8pp | 79.2%-2.3pp | 63.0%+13.9pp |
| Annual return | 18.13% | 24.43%-6.3pp | 52.09%-34.0pp | 51.24%-33.1pp |
| Employer contribution / active EE | $1,613 | $1,489+8.3% | $4,109-60.7% | $2,400-32.8% |
| Participant deferral / active EE | $3,539 | $1,936+82.8% | $5,467-35.3% | $2,671+32.5% |
| Admin fee / account holder | $13 | $793-98.4% | $16,047-99.9% | $907-98.6% |