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 |
|---|---|---|
Service code 49 119 E PALATINE RD., STE 104 · PALATINE, IL 60067 | Other Services | $0 |
LPL FINANCIAL4 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 | $64,134 | $57,752+11.0% | $112,273-42.9% | $71,495-10.3% |
| Participation rate | 97.7% | 58.8%+38.9pp | 72.4%+25.3pp | 67.9%+29.8pp |
| Annual return | 21.42% | 18.25%+3.2pp | 30.23%-8.8pp | 28.85%-7.4pp |
| Employer contribution / active EE | $3,959 | $1,912+107.0% | $3,431+15.4% | $2,589+52.9% |
| Participant deferral / active EE | $9,061 | $2,860+216.8% | $4,800+88.8% | $4,291+111.2% |
| Admin fee / account holder | $10 | $1,586-99.3% | $7,752-99.9% | $1,588-99.3% |