Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $6,539 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $38,508 | $66,319-41.9% | $93,621-58.9% | $65,185-40.9% |
| Participation rate | 41.1% | 74.0%-32.9pp | 75.8%-34.8pp | 70.2%-29.1pp |
| Annual return | 21.27% | 42.59%-21.3pp | 32.76%-11.5pp | 29.38%-8.1pp |
| Employer contribution / active EE | $467 | $2,013-76.8% | $2,719-82.8% | $2,177-78.5% |
| Participant deferral / active EE | $1,239 | $3,343-62.9% | $4,070-69.6% | $3,514-64.7% |
| Admin fee / account holder | $98 | $6,900-98.6% | $7,890-98.8% | $847-88.4% |