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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $14,883 |
Service code 37 · EIN 04-2647786 | Loan Processing | $544 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,948 | $55,002-3.7% | $59,899-11.6% | $56,289-5.9% |
| Participation rate | 76.5% | 75.9%+0.6pp | 74.7%+1.8pp | 69.9%+6.6pp |
| Annual return | -6.28% | 1.13%-7.4pp | 3.46%-9.7pp | -9.96%+3.7pp |
| Employer contribution / active EE | $1,423 | $2,448-41.9% | $2,723-47.7% | $2,111-32.6% |
| Participant deferral / active EE | $5,701 | $3,121+82.7% | $3,402+67.5% | $3,350+70.2% |
| Admin fee / account holder | $4 | $236-98.4% | $3,592-99.9% | $521-99.3% |