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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANACIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $20,565 |
PPA/TPA1 year Filed as: PPA Service code 14 · EIN 91-1463664 | Plan Administrator | $5,646 |
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 | $27,375 | $52,967-48.3% | $172,753-84.2% | $65,186-58.0% |
| Participation rate | 88.2% | 66.2%+22.0pp | 82.6%+5.5pp | 70.2%+18.0pp |
| Annual return | 25.74% | 30.12%-4.4pp | 803.00%-777.3pp | 29.39%-3.6pp |
| Employer contribution / active EE | $1,429 | $2,190-34.8% | $5,144-72.2% | $2,177-34.4% |
| Participant deferral / active EE | $3,975 | $2,471+60.9% | $5,198-23.5% | $3,514+13.1% |
| Admin fee / account holder | $96 | $472-79.7% | $13,956-99.3% | $847-88.7% |