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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $37,107 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,260 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,025 | $72,303-33.6% | $86,698-44.6% | $64,824-25.9% |
| Participation rate | 72.5% | 80.4%-8.0pp | 76.6%-4.1pp | 71.5%+1.0pp |
| Annual return | 15.07% | 392.77%-377.7pp | 35.96%-20.9pp | 32.84%-17.8pp |
| Employer contribution / active EE | $1,018 | $2,393-57.4% | $2,837-64.1% | $2,507-59.4% |
| Participant deferral / active EE | $2,859 | $4,660-38.6% | $4,656-38.6% | $4,311-33.7% |
| Admin fee / account holder | $210 | $174+20.6% | $7,492-97.2% | $188+11.8% |