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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 · EIN 95-2834236 | Other Commissions | $1,012 |
Service code 37 · EIN 04-2647786 | Loan Processing | $588 |
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 | $42,077 | $52,467-19.8% | $57,196-26.4% | $55,167-23.7% |
| Participation rate | 81.9% | 75.8%+6.0pp | 75.3%+6.6pp | 69.0%+12.9pp |
| Annual return | 8.92% | 7.72%+1.2pp | 14.59%-5.7pp | 169.23%-160.3pp |
| Employer contribution / active EE | $1,624 | $2,477-34.5% | $2,683-39.5% | $1,963-17.3% |
| Participant deferral / active EE | $6,008 | $2,830+112.3% | $3,096+94.0% | $3,054+96.7% |
| Admin fee / account holder | $4 | $269-98.4% | $3,141-99.9% | $504-99.1% |