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 FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $16,816 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,763 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,726 | $81,948-56.4% | $90,760-60.6% | $64,819-44.9% |
| Participation rate | 62.0% | 80.5%-18.5pp | 75.7%-13.7pp | 71.5%-9.5pp |
| Annual return | 79.52% | -12.53%+92.0pp | -12.16%+91.7pp | 32.84%+46.7pp |
| Employer contribution / active EE | $854 | $3,067-72.2% | $2,922-70.8% | $2,507-65.9% |
| Participant deferral / active EE | $2,638 | $4,844-45.5% | $4,565-42.2% | $4,311-38.8% |
| Admin fee / account holder | $83 | $157-47.4% | $8,444-99.0% | $188-56.0% |