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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $48,287 |
Service code 37 · EIN 04-2647786 | Loan Processing | $38,542 |
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 | $70,509 | $56,152+25.6% | $185,861-62.1% | $73,412-4.0% |
| Participation rate | 82.2% | 67.6%+14.7pp | 78.0%+4.2pp | 72.2%+10.0pp |
| Annual return | 21.65% | 17.59%+4.1pp | 35.96%-14.3pp | 59.30%-37.6pp |
| Employer contribution / active EE | $799 | $1,532-47.8% | $4,088-80.4% | $2,234-64.2% |
| Participant deferral / active EE | $5,433 | $3,659+48.5% | $5,634-3.6% | $3,806+42.7% |
| Admin fee / account holder | $198 | $132+49.8% | $9,503-97.9% | $158+25.3% |