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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $14,861 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,523 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,317 | $101,591-52.4% | $147,096-67.2% | $74,429-35.1% |
| Participation rate | 76.8% | 75.5%+1.3pp | 82.2%-5.4pp | 67.2%+9.6pp |
| Annual return | 24.96% | 8746.45%-8721.5pp | 419.75%-394.8pp | 1368.38%-1343.4pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $12,755 | $7,302+74.7% | $8,071+58.0% | $4,348+193.3% |
| Admin fee / account holder | $205 | $1,750-88.3% | $13,005-98.4% | $1,944-89.5% |