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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 | $110,483-59.2% | $145,433-69.0% | $79,634-43.4% |
| Participation rate | 88.1% | 71.1%+17.0pp | 82.1%+6.0pp | 62.5%+25.7pp |
| Annual return | 29.45% | 24.62%+4.8pp | 66.58%-37.1pp | 36.46%-7.0pp |
| Employer contribution / active EE | $3,577 | $4,053-11.7% | $4,554-21.5% | $2,529+41.4% |
| Participant deferral / active EE | $7,273 | $7,216+0.8% | $7,897-7.9% | $3,835+89.7% |
| Admin fee / account holder | $166 | $680-75.5% | $13,129-98.7% | $1,002-83.4% |