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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $10,486 |
Service code 37 · EIN 04-2647786 | Loan Processing | $769 |
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 | $52,501 | $57,976-9.4% | $63,018-16.7% | $62,293-15.7% |
| Participation rate | 82.9% | 75.9%+7.0pp | 74.8%+8.1pp | 69.5%+13.4pp |
| Annual return | 20.65% | 17.54%+3.1pp | 87.62%-67.0pp | 28.90%-8.2pp |
| Employer contribution / active EE | $1,570 | $2,415-35.0% | $2,761-43.1% | $2,042-23.1% |
| Participant deferral / active EE | $5,616 | $2,956+90.0% | $3,330+68.7% | $3,169+77.2% |
| Admin fee / account holder | $5 | $276-98.0% | $3,601-99.8% | $479-98.9% |