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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $23,620 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$15,546 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,947 | $79,519-46.0% | $95,952-55.2% | $73,409-41.5% |
| Participation rate | 74.6% | 81.2%-6.6pp | 77.1%-2.5pp | 72.2%+2.4pp |
| Annual return | 11.80% | 19.20%-7.4pp | 91.61%-79.8pp | 59.29%-47.5pp |
| Employer contribution / active EE | $935 | $2,048-54.3% | $2,541-63.2% | $2,234-58.1% |
| Participant deferral / active EE | $2,772 | $4,138-33.0% | $4,167-33.5% | $3,805-27.2% |
| Admin fee / account holder | $26 | $184-85.7% | $6,795-99.6% | $158-83.3% |