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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORPORATION Service code 53 · EIN 95-2834236 | Insurance Commissions | $37,496 |
ATCHLEY & ASSOCIATES2+ years Service code 50 · EIN 74-2920819 | Direct Payment | $9,227 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,200 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,572 | $57,921-12.7% | $84,753-40.3% | $57,658-12.3% |
| Participation rate | 99.0% | 72.9%+26.1pp | 76.6%+22.4pp | 70.2%+28.8pp |
| Annual return | 7.20% | 10.24%-3.0pp | 22.78%-15.6pp | 5.13%+2.1pp |
| Employer contribution / active EE | $1,665 | $2,598-35.9% | $3,574-53.4% | $1,974-15.7% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $42 | $130-67.3% | $5,333-99.2% | $95-55.2% |