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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $8,962 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,297 |
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 | $63,949 | $136,307-53.1% | $177,840-64.0% | $73,493-13.0% |
| Participation rate | 97.1% | 86.1%+11.0pp | 87.7%+9.4pp | 70.7%+26.4pp |
| Annual return | 17.23% | 18.68%-1.4pp | 48.32%-31.1pp | 28.51%-11.3pp |
| Employer contribution / active EE | $1,521 | $3,712-59.0% | $5,919-74.3% | $2,270-33.0% |
| Participant deferral / active EE | $4,337 | $5,829-25.6% | $7,714-43.8% | $3,740+16.0% |
| Admin fee / account holder | $77 | $596-87.0% | $12,431-99.4% | $513-84.9% |