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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $55,276 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $10,384 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,311 | $99,168-42.2% | $96,534-40.6% | $74,460-23.0% |
| Participation rate | 70.4% | 80.7%-10.3pp | 76.0%-5.6pp | 70.7%-0.4pp |
| Annual return | 46.14% | 22.40%+23.7pp | 25.88%+20.3pp | 34.38%+11.8pp |
| Employer contribution / active EE | $1,249 | $2,570-51.4% | $2,965-57.9% | $2,638-52.7% |
| Participant deferral / active EE | $3,754 | $4,936-23.9% | $4,851-22.6% | $4,530-17.1% |
| Admin fee / account holder | $264 | $225+17.6% | $8,253-96.8% | $348-24.0% |