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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $33,744 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,614 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,099 | $105,248-57.1% | $147,318-69.4% | $71,012-36.5% |
| Participation rate | 88.1% | 66.1%+22.0pp | 82.1%+6.1pp | 58.6%+29.6pp |
| Annual return | 29.45% | 26.02%+3.4pp | 70.43%-41.0pp | 37.67%-8.2pp |
| Employer contribution / active EE | $3,577 | $3,785-5.5% | $4,593-22.1% | $2,348+52.3% |
| Participant deferral / active EE | $7,273 | $6,452+12.7% | $7,906-8.0% | $3,246+124.1% |
| Admin fee / account holder | $166 | $862-80.7% | $13,708-98.8% | $1,167-85.8% |