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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $42,357 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,133 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,298 | $26,549-0.9% | $61,501-57.2% | $66,949-60.7% |
| Participation rate | 84.0% | 38.1%+45.9pp | 52.6%+31.4pp | 69.8%+14.2pp |
| Annual return | -14.28% | -16.21%+1.9pp | 339.04%-353.3pp | 1.57%-15.8pp |
| Employer contribution / active EE | $829 | $651+27.3% | $1,160-28.5% | $2,545-67.4% |
| Participant deferral / active EE | $4,776 | $1,338+256.9% | $2,125+124.8% | $4,239+12.7% |
| Admin fee / account holder | $265 | $409-35.1% | $2,132-87.6% | $594-55.3% |