Filed May 23, 2023
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Service code 99 · EIN 04-3046611 | Other Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,743 | $62,715-15.9% | $104,301-49.4% | $66,938-21.2% |
| Participation rate | 100.0% | 59.6%+40.4pp | 73.3%+26.7pp | 69.8%+30.2pp |
| Annual return | -17.23% | -14.70%-2.5pp | 24.61%-41.8pp | 1.58%-18.8pp |
| Employer contribution / active EE | $7,971 | $1,976+303.5% | $3,373+136.3% | $2,545+213.2% |
| Participant deferral / active EE | $8,734 | $2,852+206.3% | $4,626+88.8% | $4,238+106.1% |
| Admin fee / account holder | $5 | $657-99.3% | $7,340-99.9% | $594-99.2% |