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) | $10,661 |
Service code 37 · EIN 04-2647786 | Loan Processing | $781 |
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 | $33,444 | $58,600-42.9% | $83,327-59.9% | $64,173-47.9% |
| Participation rate | 86.2% | 72.0%+14.1pp | 77.8%+8.4pp | 69.6%+16.6pp |
| Annual return | -4.76% | 9.66%-14.4pp | 10.64%-15.4pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,438 | $2,098-31.5% | $3,379-57.4% | $2,381-39.6% |
| Participant deferral / active EE | $5,837 | $4,656+25.4% | $5,565+4.9% | $3,470+68.2% |
| Admin fee / account holder | $122 | $9,282-98.7% | $7,540-98.4% | $4,887-97.5% |