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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $15,339 |
Service code 37 · EIN 04-2647786 | Loan Processing | $756 |
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 | $63,190 | $60,795+3.9% | $69,483-9.1% | $65,186-3.1% |
| Participation rate | 78.3% | 74.9%+3.4pp | 74.6%+3.7pp | 70.2%+8.1pp |
| Annual return | 24.46% | 17.46%+7.0pp | 28.99%-4.5pp | 29.39%-4.9pp |
| Employer contribution / active EE | $1,473 | $2,452-39.9% | $2,780-47.0% | $2,177-32.3% |
| Participant deferral / active EE | $5,769 | $3,162+82.4% | $3,537+63.1% | $3,514+64.2% |
| Admin fee / account holder | $5 | $314-98.4% | $3,841-99.9% | $847-99.4% |